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
2576
$9.79K ﹤0.01%
122
+15
2577
$9.78K ﹤0.01%
200
-200
2578
$9.77K ﹤0.01%
+280
2579
$9.73K ﹤0.01%
606
-337
2580
$9.72K ﹤0.01%
1,229
2581
$9.65K ﹤0.01%
200
-277
2582
$9.64K ﹤0.01%
350
2583
$9.63K ﹤0.01%
9
2584
$9.62K ﹤0.01%
90
2585
$9.61K ﹤0.01%
416
-206
2586
$9.61K ﹤0.01%
362
+100
2587
$9.6K ﹤0.01%
335
+35
2588
$9.59K ﹤0.01%
2
2589
$9.57K ﹤0.01%
+1,000
2590
$9.57K ﹤0.01%
600
2591
$9.55K ﹤0.01%
315
2592
$9.54K ﹤0.01%
554
-46
2593
$9.54K ﹤0.01%
125
2594
$9.53K ﹤0.01%
600
2595
$9.51K ﹤0.01%
412
2596
$9.5K ﹤0.01%
754
2597
$9.48K ﹤0.01%
113
+87
2598
$9.47K ﹤0.01%
373
2599
$9.46K ﹤0.01%
100
2600
$9.45K ﹤0.01%
+731
102 103
104
105 106