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
1976
$8.76K ﹤0.01%
500
1977
$8.75K ﹤0.01%
177
+13
1978
$8.74K ﹤0.01%
186
-406
1979
$8.73K ﹤0.01%
316
1980
$8.66K ﹤0.01%
+306
1981
$8.66K ﹤0.01%
76
-37
1982
$8.63K ﹤0.01%
335
+53
1983
$8.6K ﹤0.01%
148
-2,315
1984
$8.58K ﹤0.01%
383
+4
1985
$8.53K ﹤0.01%
250
1986
$8.53K ﹤0.01%
600
+100
1987
$8.51K ﹤0.01%
214
+49
1988
$8.46K ﹤0.01%
817
+7
1989
$8.46K ﹤0.01%
+742
1990
$8.37K ﹤0.01%
840
+700
1991
$8.33K ﹤0.01%
6,034
+7
1992
$8.32K ﹤0.01%
2,250
1993
$8.32K ﹤0.01%
198
+28
1994
$8.32K ﹤0.01%
267
+42
1995
$8.31K ﹤0.01%
64
1996
$8.3K ﹤0.01%
1,467
+342
1997
$8.29K ﹤0.01%
300
1998
$8.29K ﹤0.01%
1,706
1999
$8.26K ﹤0.01%
138
+48
2000
$8.24K ﹤0.01%
173
+126