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
2351
$162 ﹤0.01%
56
2352
$161 ﹤0.01%
300
2353
$148 ﹤0.01%
+2
2354
$129 ﹤0.01%
6
2355
$121 ﹤0.01%
12
2356
$112 ﹤0.01%
50
2357
$110 ﹤0.01%
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2358
$106 ﹤0.01%
8
2359
$99 ﹤0.01%
+2
2360
$95 ﹤0.01%
25
2361
$94 ﹤0.01%
14
2362
$93 ﹤0.01%
2
2363
$89 ﹤0.01%
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2364
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+2
2365
$89 ﹤0.01%
15
2366
$88 ﹤0.01%
+42
2367
$87 ﹤0.01%
12
2368
$84 ﹤0.01%
100
2369
$76 ﹤0.01%
3
2370
$72 ﹤0.01%
+2
2371
$68 ﹤0.01%
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2372
$66 ﹤0.01%
1
2373
$66 ﹤0.01%
16
2374
$60 ﹤0.01%
50
2375
$55 ﹤0.01%
17