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
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$568K 0.09%
+12,222
227
$563K 0.09%
+3,599
228
$560K 0.09%
+10,002
229
$557K 0.09%
+17,396
230
$551K 0.09%
+1,595
231
$550K 0.09%
+16,722
232
$543K 0.09%
+3,319
233
$536K 0.08%
+6,613
234
$536K 0.08%
+33,507
235
$535K 0.08%
+13,893
236
$527K 0.08%
+9,598
237
$525K 0.08%
+20,705
238
$525K 0.08%
+6,644
239
$524K 0.08%
+9,107
240
$523K 0.08%
+6,809
241
$521K 0.08%
+31,490
242
$521K 0.08%
+4,985
243
$518K 0.08%
+3,051
244
$517K 0.08%
+28,215
245
$515K 0.08%
+8,516
246
$514K 0.08%
+13,142
247
$509K 0.08%
+4,881
248
$506K 0.08%
+18,127
249
$505K 0.08%
+7,242
250
$504K 0.08%
+3,200
8 9
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