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
2251
$998 ﹤0.01%
70
-51
2252
$976 ﹤0.01%
+122
2253
$976 ﹤0.01%
+55
2254
$973 ﹤0.01%
100
2255
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55
-1,130
2256
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400
2257
$940 ﹤0.01%
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2258
$939 ﹤0.01%
100
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2259
$922 ﹤0.01%
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2260
$907 ﹤0.01%
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2261
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2262
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2263
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2264
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100
+60
2265
$843 ﹤0.01%
100
2266
$832 ﹤0.01%
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2267
$824 ﹤0.01%
35
-1,126
2268
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+2
2269
$821 ﹤0.01%
78
-1,820
2270
$806 ﹤0.01%
4
2271
$781 ﹤0.01%
+19
2272
$772 ﹤0.01%
31
2273
$734 ﹤0.01%
71
2274
$721 ﹤0.01%
103
2275
$710 ﹤0.01%
+20