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
2326
$3.87K ﹤0.01%
100
2327
$3.86K ﹤0.01%
5,150
-2,000
2328
$3.85K ﹤0.01%
500
2329
$3.83K ﹤0.01%
91
2330
$3.83K ﹤0.01%
300
2331
$3.8K ﹤0.01%
95
2332
$3.78K ﹤0.01%
66
2333
$3.75K ﹤0.01%
90
2334
$3.75K ﹤0.01%
452
+300
2335
$3.75K ﹤0.01%
185
+35
2336
$3.73K ﹤0.01%
150
2337
$3.72K ﹤0.01%
187
-1,995
2338
$3.71K ﹤0.01%
95
-743
2339
$3.7K ﹤0.01%
43
2340
$3.68K ﹤0.01%
416
-72
2341
$3.67K ﹤0.01%
118
-80
2342
$3.65K ﹤0.01%
311
-20
2343
$3.62K ﹤0.01%
87
2344
$3.62K ﹤0.01%
297
+90
2345
$3.6K ﹤0.01%
1,579
2346
$3.59K ﹤0.01%
122
+11
2347
$3.57K ﹤0.01%
59
2348
$3.57K ﹤0.01%
54
+19
2349
$3.56K ﹤0.01%
+157
2350
$3.54K ﹤0.01%
+135