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
2251
$4.84K ﹤0.01%
34
+10
2252
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2253
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2254
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2255
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2256
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194
+55
2257
$4.78K ﹤0.01%
105
2258
$4.77K ﹤0.01%
104
-8
2259
$4.76K ﹤0.01%
+1,000
2260
$4.76K ﹤0.01%
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2261
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1,000
2262
$4.71K ﹤0.01%
+54
2263
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234
-656
2264
$4.7K ﹤0.01%
400
2265
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2266
$4.69K ﹤0.01%
299
-1,500
2267
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159
-10
2268
$4.68K ﹤0.01%
+165
2269
$4.68K ﹤0.01%
56
2270
$4.68K ﹤0.01%
218
-357
2271
$4.67K ﹤0.01%
400
2272
$4.66K ﹤0.01%
150
2273
$4.65K ﹤0.01%
26
2274
$4.61K ﹤0.01%
368
+8
2275
$4.6K ﹤0.01%
290
-56