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
2126
$6.36K ﹤0.01%
495
2127
$6.35K ﹤0.01%
81
+1
2128
$6.34K ﹤0.01%
752
-2,738
2129
$6.34K ﹤0.01%
400
2130
$6.32K ﹤0.01%
1,600
+1,000
2131
$6.32K ﹤0.01%
569
2132
$6.31K ﹤0.01%
83
2133
$6.3K ﹤0.01%
104
-407
2134
$6.3K ﹤0.01%
267
2135
$6.3K ﹤0.01%
870
2136
$6.27K ﹤0.01%
70
2137
$6.26K ﹤0.01%
150
-77
2138
$6.26K ﹤0.01%
400
2139
$6.22K ﹤0.01%
886
+690
2140
$6.18K ﹤0.01%
89
2141
$6.18K ﹤0.01%
996
+12
2142
$6.17K ﹤0.01%
645
+45
2143
$6.17K ﹤0.01%
333
-50
2144
$6.17K ﹤0.01%
285
2145
$6.16K ﹤0.01%
159
+154
2146
$6.15K ﹤0.01%
388
2147
$6.14K ﹤0.01%
516
+7
2148
$6.11K ﹤0.01%
1,300
-1,000
2149
$6.1K ﹤0.01%
1,000
2150
$6.07K ﹤0.01%
149
+46