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
2176
$1.6K ﹤0.01%
76
2177
$1.59K ﹤0.01%
30
-1,872
2178
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14
+5
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184
-19,920
2180
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2181
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50
2182
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2183
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+26
2184
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34
-500
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+222
2186
0
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2189
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2193
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$1.44K ﹤0.01%
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$1.43K ﹤0.01%
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2196
$1.43K ﹤0.01%
47
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2197
$1.43K ﹤0.01%
137
2198
$1.42K ﹤0.01%
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2199
$1.42K ﹤0.01%
+138
2200
$1.42K ﹤0.01%
83