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
1926
$9.78K ﹤0.01%
447
+400
1927
$9.78K ﹤0.01%
3
1928
$9.76K ﹤0.01%
1,150
1929
$9.75K ﹤0.01%
268
-14
1930
$9.64K ﹤0.01%
114
1931
$9.54K ﹤0.01%
373
+18
1932
$9.53K ﹤0.01%
117
+13
1933
$9.5K ﹤0.01%
250
1934
$9.49K ﹤0.01%
617
+39
1935
$9.45K ﹤0.01%
375
1936
$9.43K ﹤0.01%
342
+251
1937
$9.41K ﹤0.01%
300
1938
$9.4K ﹤0.01%
413
-10
1939
$9.4K ﹤0.01%
298
1940
$9.39K ﹤0.01%
692
1941
$9.38K ﹤0.01%
607
1942
$9.35K ﹤0.01%
109
1943
$9.35K ﹤0.01%
875
+250
1944
$9.34K ﹤0.01%
89
+23
1945
$9.33K ﹤0.01%
1,000
-274
1946
$9.33K ﹤0.01%
580
-666
1947
$9.31K ﹤0.01%
207
+1
1948
$9.28K ﹤0.01%
+85
1949
$9.26K ﹤0.01%
+1,200
1950
$9.26K ﹤0.01%
+1,000