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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$12.4K ﹤0.01%
550
+200
2477
$12.4K ﹤0.01%
210
+3
2478
$12.4K ﹤0.01%
650
2479
$12.3K ﹤0.01%
423
2480
$12.3K ﹤0.01%
176
2481
$12.3K ﹤0.01%
560
+381
2482
$12.3K ﹤0.01%
1,650
2483
$12.2K ﹤0.01%
1,214
+202
2484
$12.2K ﹤0.01%
485
-18,420
2485
$12.2K ﹤0.01%
192
2486
$12.1K ﹤0.01%
200
2487
$12.1K ﹤0.01%
305
+134
2488
$12.1K ﹤0.01%
371
2489
$12.1K ﹤0.01%
402
2490
$12.1K ﹤0.01%
908
2491
$12.1K ﹤0.01%
+700
2492
$12.1K ﹤0.01%
937
+400
2493
$12K ﹤0.01%
400
2494
$12K ﹤0.01%
308
-426
2495
$12K ﹤0.01%
138
+16
2496
$11.9K ﹤0.01%
475
2497
$11.9K ﹤0.01%
267
2498
$11.9K ﹤0.01%
1,165
+665
2499
$11.9K ﹤0.01%
388
2500
$11.9K ﹤0.01%
230
-35
98 99
100
101 102