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
2176
$5.82K ﹤0.01%
1,260
2177
$5.81K ﹤0.01%
260
2178
$5.81K ﹤0.01%
268
2179
$5.8K ﹤0.01%
47
-931
2180
$5.8K ﹤0.01%
139
2181
$5.78K ﹤0.01%
415
2182
$5.76K ﹤0.01%
+132
2183
$5.69K ﹤0.01%
47
-2
2184
$5.68K ﹤0.01%
+20
2185
$5.68K ﹤0.01%
200
-3,559
2186
$5.68K ﹤0.01%
750
-10,419
2187
$5.63K ﹤0.01%
274
2188
$5.61K ﹤0.01%
1,555
+14
2189
$5.6K ﹤0.01%
625
2190
$5.6K ﹤0.01%
100
-77
2191
$5.6K ﹤0.01%
12
2192
$5.58K ﹤0.01%
192
2193
$5.58K ﹤0.01%
200
2194
$5.57K ﹤0.01%
62
2195
$5.55K ﹤0.01%
330
-605
2196
$5.55K ﹤0.01%
388
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$5.51K ﹤0.01%
117
-75
2198
$5.47K ﹤0.01%
147
2199
$5.46K ﹤0.01%
17,000
-13,000
2200
$5.45K ﹤0.01%
143