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
2401
$3.05K ﹤0.01%
178
-848
2402
$3.05K ﹤0.01%
84
-120
2403
$3.04K ﹤0.01%
100
2404
$3.03K ﹤0.01%
1,310
2405
$3.02K ﹤0.01%
100
2406
$3.02K ﹤0.01%
48
2407
$3K ﹤0.01%
223
2408
$3K ﹤0.01%
28
2409
$2.99K ﹤0.01%
289
+7
2410
$2.97K ﹤0.01%
100
-350
2411
$2.97K ﹤0.01%
+1,000
2412
$2.96K ﹤0.01%
335
2413
$2.96K ﹤0.01%
85
2414
$2.96K ﹤0.01%
348
2415
$2.95K ﹤0.01%
134
-30
2416
$2.95K ﹤0.01%
371
2417
$2.92K ﹤0.01%
105
+61
2418
$2.92K ﹤0.01%
81
+20
2419
$2.9K ﹤0.01%
34
2420
$2.89K ﹤0.01%
41
2421
$2.87K ﹤0.01%
618
2422
$2.86K ﹤0.01%
93
2423
$2.86K ﹤0.01%
289
2424
$2.86K ﹤0.01%
32
2425
$2.85K ﹤0.01%
50