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
2626
$8.69K ﹤0.01%
670
2627
$8.68K ﹤0.01%
200
2628
$8.66K ﹤0.01%
+200
2629
$8.66K ﹤0.01%
569
2630
$8.64K ﹤0.01%
284
2631
$8.62K ﹤0.01%
32
+13
2632
$8.62K ﹤0.01%
478
+8
2633
$8.59K ﹤0.01%
415
+365
2634
$8.58K ﹤0.01%
135
2635
$8.58K ﹤0.01%
67
2636
$8.57K ﹤0.01%
362
2637
$8.56K ﹤0.01%
109
2638
$8.56K ﹤0.01%
253
-32
2639
$8.56K ﹤0.01%
213
2640
$8.55K ﹤0.01%
+350
2641
$8.49K ﹤0.01%
300
2642
$8.48K ﹤0.01%
100
2643
$8.47K ﹤0.01%
810
-250
2644
$8.47K ﹤0.01%
400
2645
$8.44K ﹤0.01%
150
2646
$8.44K ﹤0.01%
175
2647
$8.43K ﹤0.01%
635
2648
$8.42K ﹤0.01%
700
-300
2649
$8.38K ﹤0.01%
+380
2650
$8.36K ﹤0.01%
+300
104 105
106
107 108