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
2326
$370 ﹤0.01%
+13
2327
$367 ﹤0.01%
+45
2328
$340 ﹤0.01%
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2329
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2331
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2334
$251 ﹤0.01%
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2335
$250 ﹤0.01%
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$249 ﹤0.01%
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$193 ﹤0.01%
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$185 ﹤0.01%
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$183 ﹤0.01%
+10
2347
$172 ﹤0.01%
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2348
$170 ﹤0.01%
4
-96
2349
$166 ﹤0.01%
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2350
$164 ﹤0.01%
25