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
2376
$42 ﹤0.01%
+38
2377
0
2378
$26 ﹤0.01%
11
2379
$25 ﹤0.01%
3
2380
$23 ﹤0.01%
2
-100
2381
$21 ﹤0.01%
+2
2382
0
2383
$12 ﹤0.01%
20
2384
$11 ﹤0.01%
1
-345
2385
$9 ﹤0.01%
1
2386
$7 ﹤0.01%
+10
2387
$5 ﹤0.01%
1
2388
$5 ﹤0.01%
14
2389
$3 ﹤0.01%
6
2390
0
2391
-2,591
2392
-2,628
2393
-120
2394
-845
2395
-75
2396
-222
2397
-200
2398
-2,629
2399
-148
2400
-351