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
$2.58B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,502
New
Increased
Reduced
Closed

Top Sells

1 +$21.7M
2 +$9.68M
3 +$7.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Sector Composition

1 Technology 12.75%
2 Consumer Discretionary 5.8%
3 Healthcare 5.03%
4 Financials 4.51%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$38.3K ﹤0.01%
192
+5
1877
$38.2K ﹤0.01%
4,000
-6,000
1878
$38.2K ﹤0.01%
169
1879
$38.2K ﹤0.01%
575
+567
1880
$38.2K ﹤0.01%
425
1881
$38K ﹤0.01%
1,170
1882
$38K ﹤0.01%
300
-3
1883
$37.7K ﹤0.01%
5,027
1884
$37.7K ﹤0.01%
1,735
1885
$37.4K ﹤0.01%
1,377
+517
1886
$37.2K ﹤0.01%
446
+31
1887
$37K ﹤0.01%
956
+256
1888
$36.9K ﹤0.01%
584
-97
1889
$36.8K ﹤0.01%
11,121
+8,700
1890
$36.8K ﹤0.01%
1,000
1891
$36.6K ﹤0.01%
1,212
+6
1892
$36.6K ﹤0.01%
164
+2
1893
$36.6K ﹤0.01%
1,900
-150
1894
$36.6K ﹤0.01%
2,120
1895
$36.6K ﹤0.01%
4,079
1896
$36.5K ﹤0.01%
875
-30
1897
$36.5K ﹤0.01%
821
+230
1898
$36.4K ﹤0.01%
1,297
1899
$36.4K ﹤0.01%
852
-4
1900
$36.4K ﹤0.01%
188