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
2351
$3.52K ﹤0.01%
155
2352
$3.5K ﹤0.01%
85
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+247
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2359
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2360
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7
2361
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+2,000
2368
$3.32K ﹤0.01%
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+57
2370
$3.31K ﹤0.01%
50
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$3.28K ﹤0.01%
400
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$3.28K ﹤0.01%
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2373
$3.26K ﹤0.01%
100
2374
$3.24K ﹤0.01%
50
+32
2375
$3.23K ﹤0.01%
430