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
2376
$3.23K ﹤0.01%
263
2377
$3.23K ﹤0.01%
107
+71
2378
$3.22K ﹤0.01%
172
2379
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2380
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200
2381
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+200
2382
$3.2K ﹤0.01%
104
2383
$3.2K ﹤0.01%
50
-150
2384
$3.2K ﹤0.01%
98
2385
$3.19K ﹤0.01%
78
-2,672
2386
$3.18K ﹤0.01%
1,120
-240
2387
$3.18K ﹤0.01%
90
2388
$3.17K ﹤0.01%
+550
2389
$3.16K ﹤0.01%
73
2390
$3.16K ﹤0.01%
695
2391
$3.15K ﹤0.01%
1,031
2392
$3.15K ﹤0.01%
36
+15
2393
$3.14K ﹤0.01%
100
2394
$3.14K ﹤0.01%
145
2395
$3.13K ﹤0.01%
25
+15
2396
$3.11K ﹤0.01%
53
2397
$3.1K ﹤0.01%
54
2398
$3.1K ﹤0.01%
+22
2399
$3.1K ﹤0.01%
213
-1,222
2400
$3.06K ﹤0.01%
300