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
2451
-1,600
2452
-75
2453
-143
2454
-89
2455
-90
2456
-2,338
2457
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2458
-2,600
2459
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2460
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2461
-1,100
2462
-50
2463
-125
2464
-75
2465
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2466
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2467
-100
2468
-387
2469
-10
2470
-400
2471
-30
2472
-250
2473
-25
2474
-512
2475
-5,802