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
2226
$1.19K ﹤0.01%
694
+278
2227
$1.19K ﹤0.01%
300
2228
$1.18K ﹤0.01%
10
2229
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41
2230
$1.15K ﹤0.01%
+21
2231
$1.15K ﹤0.01%
+28
2232
$1.14K ﹤0.01%
48
-48
2233
$1.14K ﹤0.01%
17
-50
2234
$1.14K ﹤0.01%
+20
2235
$1.13K ﹤0.01%
50
2236
$1.11K ﹤0.01%
+75
2237
$1.1K ﹤0.01%
+103
2238
$1.09K ﹤0.01%
300
2239
$1.09K ﹤0.01%
275
2240
$1.08K ﹤0.01%
200
2241
$1.08K ﹤0.01%
1,300
2242
$1.07K ﹤0.01%
50
2243
$1.06K ﹤0.01%
+109
2244
$1.04K ﹤0.01%
100
2245
$1.04K ﹤0.01%
29
+24
2246
$1.04K ﹤0.01%
23
-17
2247
$1.02K ﹤0.01%
47
2248
$1.01K ﹤0.01%
17
-347
2249
$1.01K ﹤0.01%
+36
2250
$1K ﹤0.01%
23
-902