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
$734M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1 +$3.38M
2 +$2.84M
3 +$1.99M
4
ADBE icon
Adobe
ADBE
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1 +$2.22M
2 +$1.49M
3 +$1.21M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$988K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$972K

Sector Composition

1 Technology 9.98%
2 Financials 5.49%
3 Healthcare 5.07%
4 Communication Services 4.73%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$3.89K ﹤0.01%
158
+150
2052
$3.88K ﹤0.01%
150
-50
2053
$3.88K ﹤0.01%
200
+100
2054
$3.88K ﹤0.01%
150
2055
$3.87K ﹤0.01%
250
2056
$3.87K ﹤0.01%
250
2057
$3.85K ﹤0.01%
20
2058
$3.84K ﹤0.01%
+1,000
2059
$3.83K ﹤0.01%
800
2060
$3.82K ﹤0.01%
43
2061
$3.82K ﹤0.01%
100
2062
$3.8K ﹤0.01%
120
2063
$3.79K ﹤0.01%
300
2064
$3.79K ﹤0.01%
45
2065
$3.79K ﹤0.01%
84
2066
$3.71K ﹤0.01%
200
2067
$3.7K ﹤0.01%
225
2068
$3.7K ﹤0.01%
1,112
+112
2069
$3.68K ﹤0.01%
125
2070
$3.68K ﹤0.01%
150
2071
$3.67K ﹤0.01%
525
2072
$3.67K ﹤0.01%
171
2073
$3.65K ﹤0.01%
70
2074
$3.63K ﹤0.01%
+371
2075
$3.59K ﹤0.01%
50
-50