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
$734M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1 +$3.38M
2 +$2.84M
3 +$1.99M
4
ADBE icon
Adobe
ADBE
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1 +$2.22M
2 +$1.49M
3 +$1.21M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$988K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$972K

Sector Composition

1 Technology 9.98%
2 Financials 5.49%
3 Healthcare 5.07%
4 Communication Services 4.73%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$750K 0.1%
39,367
+4,589
202
$749K 0.1%
6,022
+542
203
$747K 0.1%
14,405
-3,258
204
$738K 0.1%
2,957
+826
205
$735K 0.1%
5,212
-268
206
$730K 0.1%
12,992
-1,288
207
$729K 0.1%
14,362
+6,061
208
$720K 0.1%
65,011
+4,095
209
$717K 0.1%
4,574
+828
210
$716K 0.1%
14,418
+5,370
211
$703K 0.1%
8,096
+116
212
$703K 0.1%
27,705
+7,000
213
$702K 0.1%
4,212
+576
214
$693K 0.09%
11,818
-546
215
$691K 0.09%
9,245
+1,332
216
$683K 0.09%
9,804
-9,828
217
$683K 0.09%
9,212
+3,816
218
$681K 0.09%
5,122
+23
219
$680K 0.09%
13,703
-692
220
$676K 0.09%
18,951
+1,945
221
$667K 0.09%
8,000
+2,020
222
$667K 0.09%
7,824
+396
223
$665K 0.09%
4,741
+696
224
$664K 0.09%
45,006
+942
225
$659K 0.09%
2,986
+903