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
$2.58B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,502
New
Increased
Reduced
Closed

Top Sells

1 +$21.7M
2 +$9.68M
3 +$7.22M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.63M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.21M

Sector Composition

1 Technology 12.75%
2 Consumer Discretionary 5.8%
3 Healthcare 5.03%
4 Financials 4.51%
5 Communication Services 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$19.7K ﹤0.01%
+387
2227
$19.7K ﹤0.01%
3,099
2228
$19.7K ﹤0.01%
605
-572
2229
$19.6K ﹤0.01%
365
2230
$19.6K ﹤0.01%
1,292
+292
2231
$19.5K ﹤0.01%
800
-12
2232
$19.5K ﹤0.01%
600
+100
2233
$19.5K ﹤0.01%
+2,000
2234
$19.5K ﹤0.01%
375
2235
$19.5K ﹤0.01%
+346
2236
$19.5K ﹤0.01%
1,060
+50
2237
$19.4K ﹤0.01%
494
2238
$19.3K ﹤0.01%
+308
2239
$19.3K ﹤0.01%
1,345
+21
2240
$19.3K ﹤0.01%
1,000
2241
$19.3K ﹤0.01%
170
-15
2242
$19.2K ﹤0.01%
154
+19
2243
$19.2K ﹤0.01%
75
2244
$19.2K ﹤0.01%
+323
2245
$19.1K ﹤0.01%
544
2246
$19.1K ﹤0.01%
1,329
+18
2247
$19.1K ﹤0.01%
744
+27
2248
$19.1K ﹤0.01%
390
2249
$19K ﹤0.01%
305
2250
$19K ﹤0.01%
491