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
1851
$11.9K ﹤0.01%
375
-9
1852
$11.9K ﹤0.01%
+500
1853
$11.9K ﹤0.01%
4,985
1854
$11.9K ﹤0.01%
+325
1855
$11.9K ﹤0.01%
96
1856
$11.9K ﹤0.01%
91
1857
$11.8K ﹤0.01%
649
1858
$11.8K ﹤0.01%
343
+5
1859
$11.7K ﹤0.01%
929
1860
$11.7K ﹤0.01%
62
-2
1861
$11.7K ﹤0.01%
1,411
+70
1862
$11.6K ﹤0.01%
1,600
1863
$11.6K ﹤0.01%
+700
1864
$11.6K ﹤0.01%
136
1865
$11.6K ﹤0.01%
170
+15
1866
$11.5K ﹤0.01%
240
+1
1867
$11.5K ﹤0.01%
110
1868
$11.4K ﹤0.01%
485
1869
$11.4K ﹤0.01%
500
1870
$11.4K ﹤0.01%
360
1871
$11.4K ﹤0.01%
1,080
+747
1872
$11.3K ﹤0.01%
200
1873
$11.3K ﹤0.01%
203
-9
1874
$11.3K ﹤0.01%
497
1875
$11.3K ﹤0.01%
183