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
2301
$4.17K ﹤0.01%
147
+47
2302
$4.14K ﹤0.01%
75
2303
$4.14K ﹤0.01%
1,677
2304
$4.09K ﹤0.01%
61
2305
$4.06K ﹤0.01%
3,100
2306
$4.03K ﹤0.01%
620
+8
2307
$4.02K ﹤0.01%
120
2308
$3.99K ﹤0.01%
79
2309
$3.99K ﹤0.01%
107
2310
$3.99K ﹤0.01%
137
2311
$3.98K ﹤0.01%
550
2312
$3.96K ﹤0.01%
270
2313
$3.95K ﹤0.01%
59
2314
$3.94K ﹤0.01%
432
2315
$3.94K ﹤0.01%
250
2316
$3.93K ﹤0.01%
+169
2317
$3.92K ﹤0.01%
947
+250
2318
$3.92K ﹤0.01%
86
-141
2319
$3.92K ﹤0.01%
400
2320
$3.91K ﹤0.01%
350
2321
$3.91K ﹤0.01%
171
2322
$3.9K ﹤0.01%
1,000
2323
$3.9K ﹤0.01%
150
2324
$3.87K ﹤0.01%
49
+34
2325
$3.87K ﹤0.01%
668