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
1901
$4.61K ﹤0.01%
165
1902
$4.59K ﹤0.01%
139
-20
1903
$4.49K ﹤0.01%
150
1904
$4.48K ﹤0.01%
+271
1905
$4.48K ﹤0.01%
103
1906
$4.46K ﹤0.01%
400
1907
$4.45K ﹤0.01%
388
1908
$4.45K ﹤0.01%
+250
1909
$4.45K ﹤0.01%
100
1910
$4.4K ﹤0.01%
83
+10
1911
$4.39K ﹤0.01%
260
1912
$4.36K ﹤0.01%
+171
1913
$4.33K ﹤0.01%
500
1914
$4.33K ﹤0.01%
225
1915
$4.31K ﹤0.01%
407
-468
1916
$4.29K ﹤0.01%
+188
1917
$4.29K ﹤0.01%
83
1918
$4.28K ﹤0.01%
215
1919
$4.28K ﹤0.01%
100
1920
$4.27K ﹤0.01%
100
1921
$4.27K ﹤0.01%
900
1922
$4.26K ﹤0.01%
+742
1923
$4.25K ﹤0.01%
258
+133
1924
$4.25K ﹤0.01%
15
1925
$4.25K ﹤0.01%
60
-40