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
1876
$11.3K ﹤0.01%
1,540
-1,575
1877
$11.3K ﹤0.01%
460
1878
$11.3K ﹤0.01%
1,003
+20
1879
$11.3K ﹤0.01%
58
+18
1880
$11.2K ﹤0.01%
786
1881
$11.2K ﹤0.01%
186
1882
$11.1K ﹤0.01%
384
-160
1883
$11K ﹤0.01%
156
1884
$10.9K ﹤0.01%
+876
1885
$10.9K ﹤0.01%
+150
1886
$10.9K ﹤0.01%
1,500
1887
$10.9K ﹤0.01%
299
+100
1888
$10.8K ﹤0.01%
1,521
1889
$10.8K ﹤0.01%
230
-100
1890
$10.8K ﹤0.01%
385
1891
$10.8K ﹤0.01%
1,590
1892
$10.8K ﹤0.01%
550
1893
$10.7K ﹤0.01%
154
+140
1894
$10.7K ﹤0.01%
270
1895
$10.7K ﹤0.01%
147
1896
$10.7K ﹤0.01%
400
1897
$10.6K ﹤0.01%
300
1898
$10.5K ﹤0.01%
1,300
+400
1899
$10.5K ﹤0.01%
1,300
1900
$10.5K ﹤0.01%
75
+3