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
1876
$4.97K ﹤0.01%
40
+10
1877
$4.96K ﹤0.01%
55
+11
1878
$4.92K ﹤0.01%
331
+225
1879
$4.9K ﹤0.01%
172
+22
1880
$4.88K ﹤0.01%
+140
1881
$4.88K ﹤0.01%
60
1882
$4.88K ﹤0.01%
209
-5,821
1883
$4.86K ﹤0.01%
81
-152
1884
$4.85K ﹤0.01%
89
+19
1885
$4.85K ﹤0.01%
+120
1886
$4.84K ﹤0.01%
195
-1,159
1887
$4.8K ﹤0.01%
+95
1888
$4.8K ﹤0.01%
300
-300
1889
$4.78K ﹤0.01%
+500
1890
$4.77K ﹤0.01%
+300
1891
$4.73K ﹤0.01%
96
+46
1892
$4.71K ﹤0.01%
+54
1893
$4.69K ﹤0.01%
500
1894
$4.68K ﹤0.01%
+75
1895
$4.67K ﹤0.01%
37
+7
1896
$4.67K ﹤0.01%
160
1897
$4.66K ﹤0.01%
280
1898
$4.66K ﹤0.01%
289
1899
$4.64K ﹤0.01%
79
1900
$4.63K ﹤0.01%
69
+5