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
$734M
AUM Growth
+$62.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,501
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.84M
3
+$1.99M
4
ADBE icon
Adobe
ADBE
+$1.83M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1
+$2.22M
2
+$1.49M
3
+$1.21M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$988K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$972K

Sector Composition

1 Technology 9.98%
2 Financials 5.49%
3 Healthcare 5.07%
4 Communication Services 4.73%
5 Industrials 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.5M 3.47%
550,032
+6,616
2
$20.2M 2.75%
74,024
+4,986
3
$16.5M 2.25%
96,300
+7,348
4
$13.8M 1.88%
50,973
-416
5
$13.8M 1.87%
132,598
+12,890
6
$10.3M 1.41%
68,974
+1,281
7
$9.53M 1.3%
112,180
+8,080
8
$9.02M 1.23%
46,395
+1,887
9
$8.1M 1.1%
82,099
+9,253
10
$7.99M 1.09%
32,900
+396
11
$7.75M 1.05%
76,040
-1,085
12
$6.74M 0.92%
228,682
-702
13
$6.65M 0.91%
250,152
-6,529
14
$6.48M 0.88%
77,991
-406
15
$6.4M 0.87%
123,458
+4,850
16
$6.1M 0.83%
142,119
+4,045
17
$5.75M 0.78%
56,565
+1,812
18
$5.72M 0.78%
68,498
+12,976
19
$5.66M 0.77%
69,724
+3,930
20
$5.51M 0.75%
179,193
+109,921
21
$5.35M 0.73%
233,105
+86,860
22
$5.31M 0.72%
50,953
-5,222
23
$5.2M 0.71%
115,715
+17,347
24
$5.08M 0.69%
38,377
+3,242
25
$4.89M 0.67%
102,882
+5,315
1
2 3 4 5