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
2151
$1.86K ﹤0.01%
+54
2152
$1.86K ﹤0.01%
+77
2153
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2154
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42
+17
2155
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2156
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2157
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+100
2158
$1.78K ﹤0.01%
200
2159
$1.76K ﹤0.01%
1,000
2160
$1.75K ﹤0.01%
+36
2161
$1.74K ﹤0.01%
1
2162
$1.71K ﹤0.01%
33
-1,682
2163
$1.71K ﹤0.01%
121
-244
2164
$1.7K ﹤0.01%
450
2165
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150
2167
$1.69K ﹤0.01%
200
2168
$1.69K ﹤0.01%
3,025
-175
2169
$1.69K ﹤0.01%
+250
2170
$1.67K ﹤0.01%
60
-140
2171
$1.67K ﹤0.01%
75
-354
2172
$1.64K ﹤0.01%
109
-848
2173
$1.64K ﹤0.01%
354
2174
$1.62K ﹤0.01%
1,000
2175
$1.62K ﹤0.01%
200