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
2151
$6.06K ﹤0.01%
1,240
2152
$6.06K ﹤0.01%
652
-433
2153
$6.06K ﹤0.01%
77
-11
2154
$6.04K ﹤0.01%
156
2155
$6.04K ﹤0.01%
300
-200
2156
$6.01K ﹤0.01%
102
+92
2157
$6.01K ﹤0.01%
414
+2
2158
$6K ﹤0.01%
1,137
2159
$5.99K ﹤0.01%
+40
2160
$5.99K ﹤0.01%
284
+50
2161
$5.98K ﹤0.01%
63
2162
$5.97K ﹤0.01%
84
2163
$5.97K ﹤0.01%
212
+2
2164
$5.96K ﹤0.01%
130
2165
$5.95K ﹤0.01%
115
-26
2166
$5.93K ﹤0.01%
171
-103
2167
$5.93K ﹤0.01%
+400
2168
$5.93K ﹤0.01%
250
2169
$5.92K ﹤0.01%
700
2170
$5.92K ﹤0.01%
242
-81
2171
$5.92K ﹤0.01%
1,653
-42
2172
$5.9K ﹤0.01%
29
-371
2173
$5.88K ﹤0.01%
5,206
2174
$5.85K ﹤0.01%
146
2175
$5.84K ﹤0.01%
502