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
2226
$5.12K ﹤0.01%
219
2227
$5.1K ﹤0.01%
100
2228
$5.1K ﹤0.01%
1,000
2229
$5.09K ﹤0.01%
194
2230
$5.08K ﹤0.01%
+100
2231
$5.07K ﹤0.01%
97
-915
2232
$5.07K ﹤0.01%
603
2233
$5.06K ﹤0.01%
194
2234
$5.05K ﹤0.01%
160
2235
$5.05K ﹤0.01%
194
2236
$5.03K ﹤0.01%
142
2237
$5K ﹤0.01%
349
2238
$4.98K ﹤0.01%
170
2239
$4.97K ﹤0.01%
430
+330
2240
$4.96K ﹤0.01%
500
2241
$4.95K ﹤0.01%
+100
2242
$4.95K ﹤0.01%
552
2243
$4.94K ﹤0.01%
791
2244
$4.93K ﹤0.01%
103
2245
$4.92K ﹤0.01%
106
+1
2246
$4.92K ﹤0.01%
1,035
2247
$4.91K ﹤0.01%
600
2248
$4.89K ﹤0.01%
188
2249
$4.89K ﹤0.01%
150
2250
$4.87K ﹤0.01%
200