APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Sells

1 +$7.39M
2 +$4.58M
3 +$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.51M

Sector Composition

1 Technology 12.06%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.88%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$12.9K ﹤0.01%
150
1827
$12.8K ﹤0.01%
258
1828
$12.8K ﹤0.01%
243
1829
$12.8K ﹤0.01%
803
+242
1830
$12.7K ﹤0.01%
433
-400
1831
$12.7K ﹤0.01%
1,000
1832
$12.7K ﹤0.01%
771
+10
1833
$12.7K ﹤0.01%
581
1834
$12.6K ﹤0.01%
265
+212
1835
$12.6K ﹤0.01%
776
1836
$12.6K ﹤0.01%
605
-745
1837
$12.5K ﹤0.01%
943
1838
$12.5K ﹤0.01%
+755
1839
$12.5K ﹤0.01%
218
+56
1840
$12.4K ﹤0.01%
1,800
1841
$12.4K ﹤0.01%
1,331
-50
1842
$12.3K ﹤0.01%
246
1843
$12.2K ﹤0.01%
575
-75
1844
$12.2K ﹤0.01%
+247
1845
$12.2K ﹤0.01%
1,301
+30
1846
$12.2K ﹤0.01%
1,027
+462
1847
$12.2K ﹤0.01%
203
+90
1848
$12K ﹤0.01%
100
1849
$12K ﹤0.01%
5
1850
$12K ﹤0.01%
294
-764