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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$1.23K ﹤0.01%
106
2552
$1.22K ﹤0.01%
28
2553
$1.2K ﹤0.01%
167
2554
$1.18K ﹤0.01%
47
2555
$1.16K ﹤0.01%
10
2556
$1.16K ﹤0.01%
+12
2557
$1.15K ﹤0.01%
58
-1,035
2558
$1.15K ﹤0.01%
+5
2559
$1.12K ﹤0.01%
+22
2560
$1.11K ﹤0.01%
21
2561
$1.11K ﹤0.01%
+200
2562
$1.1K ﹤0.01%
40
2563
$1.1K ﹤0.01%
580
2564
$1.1K ﹤0.01%
49
-17
2565
$1.09K ﹤0.01%
+24
2566
$1.09K ﹤0.01%
255
2567
– –
0
2568
$1.05K ﹤0.01%
110
2569
$1.04K ﹤0.01%
49
2570
$1.03K ﹤0.01%
+39
2571
$1.02K ﹤0.01%
100
2572
$1.02K ﹤0.01%
70
2573
$1.01K ﹤0.01%
+26
2574
$1.01K ﹤0.01%
27
-1
2575
$1K ﹤0.01%
+2
101 102
103
104 105