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
$672M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.46M
3
+$2.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.99M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.97M

Top Sells

1
+$2.39M
2
+$1.42M
3
+$1.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M

Sector Composition

1 Technology 9.13%
2 Financials 5.97%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$586K 0.09%
3,746
-2,496
227
$582K 0.09%
19,887
+1,760
228
$578K 0.09%
9,707
+600
229
$577K 0.09%
5,480
+1,039
230
$577K 0.09%
3,627
+3,371
231
$565K 0.08%
+22,485
232
$565K 0.08%
8,841
+4,097
233
$564K 0.08%
34,778
+14,728
234
$554K 0.08%
4,045
+473
235
$553K 0.08%
13,266
-1,082
236
$553K 0.08%
7,626
+1,228
237
$548K 0.08%
13,569
+5,451
238
$543K 0.08%
7,983
+404
239
$542K 0.08%
11,810
+6,402
240
$542K 0.08%
8,031
-163
241
$536K 0.08%
7,071
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242
$535K 0.08%
17,006
+3,864
243
$532K 0.08%
8,217
+1,854
244
$530K 0.08%
14,071
+178
245
$527K 0.08%
9,507
+607
246
$525K 0.08%
20,705
247
$525K 0.08%
14,445
-67
248
$525K 0.08%
4,918
-547
249
$525K 0.08%
2,083
+388
250
$524K 0.08%
10,353
+755
8 9
10
11 12