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
2426
$2.84K ﹤0.01%
1,076
2427
$2.84K ﹤0.01%
125
2428
$2.83K ﹤0.01%
59
-6
2429
$2.83K ﹤0.01%
238
-1,525
2430
$2.82K ﹤0.01%
100
2431
$2.81K ﹤0.01%
151
-989
2432
$2.81K ﹤0.01%
157
+77
2433
$2.81K ﹤0.01%
73
2434
$2.78K ﹤0.01%
38
2435
$2.76K ﹤0.01%
75
2436
$2.74K ﹤0.01%
+120
2437
$2.74K ﹤0.01%
127
-1,482
2438
$2.73K ﹤0.01%
100
2439
$2.73K ﹤0.01%
60
2440
$2.73K ﹤0.01%
118
2441
$2.71K ﹤0.01%
500
2442
$2.71K ﹤0.01%
34
-84
2443
$2.7K ﹤0.01%
70
2444
$2.69K ﹤0.01%
2,280
2445
$2.68K ﹤0.01%
60
2446
$2.68K ﹤0.01%
24
2447
$2.67K ﹤0.01%
153
2448
$2.66K ﹤0.01%
488
2449
$2.65K ﹤0.01%
150
-56,636
2450
$2.65K ﹤0.01%
250
-7