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
2526
$11.2K ﹤0.01%
500
2527
$11.1K ﹤0.01%
195
+90
2528
$11.1K ﹤0.01%
1,150
2529
$11K ﹤0.01%
742
2530
$11K ﹤0.01%
300
2531
$10.9K ﹤0.01%
+83
2532
$10.9K ﹤0.01%
+433
2533
$10.8K ﹤0.01%
444
-100
2534
$10.8K ﹤0.01%
100
+4
2535
$10.7K ﹤0.01%
475
+300
2536
$10.7K ﹤0.01%
1,500
2537
$10.7K ﹤0.01%
788
2538
$10.7K ﹤0.01%
116
-170
2539
$10.6K ﹤0.01%
+787
2540
$10.6K ﹤0.01%
550
2541
$10.6K ﹤0.01%
200
2542
$10.5K ﹤0.01%
175
-200
2543
$10.5K ﹤0.01%
607
2544
$10.5K ﹤0.01%
1,150
2545
$10.5K ﹤0.01%
1,573
2546
$10.4K ﹤0.01%
+108
2547
$10.4K ﹤0.01%
485
+5
2548
$10.4K ﹤0.01%
+188
2549
$10.4K ﹤0.01%
122
2550
$10.4K ﹤0.01%
300
100 101
102
103 104