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
$809M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.29M
3 +$3.04M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.97M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.94M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.81%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$5.3K ﹤0.01%
500
1852
$5.3K ﹤0.01%
112
-24
1853
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1855
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1856
$5.24K ﹤0.01%
2,000
1857
$5.23K ﹤0.01%
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1858
$5.22K ﹤0.01%
218
+11
1859
$5.22K ﹤0.01%
236
-619
1860
$5.2K ﹤0.01%
1,525
+86
1861
$5.19K ﹤0.01%
73
1862
$5.17K ﹤0.01%
66
+10
1863
$5.14K ﹤0.01%
+88
1864
$5.12K ﹤0.01%
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$5.1K ﹤0.01%
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1866
$5.09K ﹤0.01%
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1867
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123
1868
$5.05K ﹤0.01%
51
1869
$5.04K ﹤0.01%
225
1870
$5.04K ﹤0.01%
+280
1871
$5.03K ﹤0.01%
457
1872
$5.03K ﹤0.01%
250
1873
$5K ﹤0.01%
250
1874
$4.98K ﹤0.01%
+53
1875
$4.97K ﹤0.01%
136
-396