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
2276
$4.56K ﹤0.01%
89
2277
$4.56K ﹤0.01%
+305
2278
$4.53K ﹤0.01%
317
2279
$4.48K ﹤0.01%
223
2280
$4.46K ﹤0.01%
276
2281
$4.46K ﹤0.01%
134
-99
2282
$4.45K ﹤0.01%
250
-800
2283
$4.43K ﹤0.01%
236
2284
$4.43K ﹤0.01%
498
-2,422
2285
$4.42K ﹤0.01%
175
2286
$4.4K ﹤0.01%
+2,000
2287
$4.36K ﹤0.01%
500
2288
$4.26K ﹤0.01%
9
2289
$4.25K ﹤0.01%
+123
2290
$4.25K ﹤0.01%
519
2291
$4.25K ﹤0.01%
134
+54
2292
$4.25K ﹤0.01%
100
-1,338
2293
$4.24K ﹤0.01%
173
+28
2294
$4.23K ﹤0.01%
213
+124
2295
$4.22K ﹤0.01%
70
2296
$4.22K ﹤0.01%
214
-553
2297
$4.18K ﹤0.01%
328
2298
$4.18K ﹤0.01%
20
2299
$4.17K ﹤0.01%
500
+200
2300
$4.17K ﹤0.01%
99
-423