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
2201
$5.45K ﹤0.01%
56
2202
$5.45K ﹤0.01%
100
2203
$5.42K ﹤0.01%
125
2204
$5.42K ﹤0.01%
214
-3
2205
$5.41K ﹤0.01%
+175
2206
$5.41K ﹤0.01%
52
-120
2207
$5.41K ﹤0.01%
+940
2208
$5.37K ﹤0.01%
50
-35
2209
$5.34K ﹤0.01%
312
2210
$5.34K ﹤0.01%
+79
2211
$5.33K ﹤0.01%
+80
2212
$5.33K ﹤0.01%
400
-550
2213
$5.32K ﹤0.01%
200
2214
$5.31K ﹤0.01%
101
+2
2215
$5.3K ﹤0.01%
1,955
2216
$5.29K ﹤0.01%
731
2217
$5.27K ﹤0.01%
501
+16
2218
$5.25K ﹤0.01%
+178
2219
$5.21K ﹤0.01%
264
+29
2220
$5.2K ﹤0.01%
235
-93
2221
$5.2K ﹤0.01%
108
+5
2222
$5.2K ﹤0.01%
450
+40
2223
$5.18K ﹤0.01%
154
2224
$5.14K ﹤0.01%
213
+4
2225
$5.13K ﹤0.01%
535
-1