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
2101
$6.76K ﹤0.01%
300
2102
$6.71K ﹤0.01%
75
2103
$6.69K ﹤0.01%
139
2104
$6.67K ﹤0.01%
+39
2105
$6.64K ﹤0.01%
150
2106
$6.64K ﹤0.01%
916
2107
$6.64K ﹤0.01%
2,155
-581
2108
$6.61K ﹤0.01%
1,000
2109
$6.58K ﹤0.01%
250
2110
$6.56K ﹤0.01%
600
2111
$6.55K ﹤0.01%
251
-528
2112
$6.54K ﹤0.01%
315
2113
$6.53K ﹤0.01%
910
2114
$6.53K ﹤0.01%
73
2115
$6.52K ﹤0.01%
305
-1,800
2116
$6.51K ﹤0.01%
33
2117
$6.51K ﹤0.01%
201
-14
2118
$6.5K ﹤0.01%
260
2119
$6.48K ﹤0.01%
100
2120
$6.43K ﹤0.01%
60
+47
2121
$6.43K ﹤0.01%
134
2122
$6.42K ﹤0.01%
230
2123
$6.41K ﹤0.01%
600
+216
2124
$6.39K ﹤0.01%
+23
2125
$6.38K ﹤0.01%
412