APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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 +$4.2M
2 +$3.53M
3 +$3.27M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.22M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.17M

Sector Composition

1 Technology 8.5%
2 Healthcare 5.1%
3 Financials 4.82%
4 Communication Services 3.91%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
-19
2427
-435
2428
-742
2429
-72
2430
-400
2431
-27
2432
-651
2433
-1,388
2434
-11,199
2435
-43
2436
-1,600
2437
-75
2438
-143
2439
-89
2440
-90
2441
-2,338
2442
-92
2443
-2,600
2444
-38
2445
-195
2446
0
2447
-281
2448
-1
2449
-261
2450
-269