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
$809M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,644
New
Increased
Reduced
Closed

Top Sells

1 +$3.94M
2 +$3.29M
3 +$3.04M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.97M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$2.94M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.81%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$2.08K ﹤0.01%
22
+5
2127
$2.08K ﹤0.01%
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2128
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+50
2129
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2130
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2131
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7
2132
$2.01K ﹤0.01%
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2133
$1.99K ﹤0.01%
+7
2134
$1.99K ﹤0.01%
+190
2135
$1.98K ﹤0.01%
+330
2136
$1.98K ﹤0.01%
+45
2137
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55
2138
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124
+70
2139
$1.95K ﹤0.01%
+119
2140
$1.94K ﹤0.01%
144
+30
2141
$1.94K ﹤0.01%
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2142
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84
-291
2143
$1.94K ﹤0.01%
153
2144
$1.93K ﹤0.01%
+25
2145
$1.9K ﹤0.01%
73
2146
$1.9K ﹤0.01%
647
2147
$1.89K ﹤0.01%
100
-255
2148
$1.87K ﹤0.01%
205
2149
$1.87K ﹤0.01%
175
-1,729
2150
$1.86K ﹤0.01%
43