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
2051
$7.46K ﹤0.01%
346
-19
2052
$7.46K ﹤0.01%
144
2053
$7.38K ﹤0.01%
397
+93
2054
$7.37K ﹤0.01%
199
-1,388
2055
$7.33K ﹤0.01%
152
+102
2056
$7.32K ﹤0.01%
64
2057
$7.3K ﹤0.01%
100
2058
$7.28K ﹤0.01%
281
-7
2059
$7.25K ﹤0.01%
125
2060
$7.25K ﹤0.01%
189
2061
$7.21K ﹤0.01%
131
-276
2062
$7.21K ﹤0.01%
340
2063
$7.19K ﹤0.01%
129
2064
$7.19K ﹤0.01%
250
2065
$7.18K ﹤0.01%
949
2066
$7.14K ﹤0.01%
1,269
2067
$7.12K ﹤0.01%
1,084
+1,000
2068
$7.11K ﹤0.01%
+140
2069
$7.1K ﹤0.01%
57
-26
2070
$7.09K ﹤0.01%
99
2071
$7.09K ﹤0.01%
180
2072
$7.08K ﹤0.01%
490
2073
$7.06K ﹤0.01%
43
-3,702
2074
$7.06K ﹤0.01%
134
+104
2075
$7.05K ﹤0.01%
861
+61