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
2651
$8.36K ﹤0.01%
226
2652
$8.35K ﹤0.01%
277
+100
2653
$8.31K ﹤0.01%
308
+65
2654
$8.3K ﹤0.01%
60
+8
2655
$8.28K ﹤0.01%
5,632
-4,500
2656
$8.21K ﹤0.01%
219
+14
2657
$8.2K ﹤0.01%
300
2658
$8.19K ﹤0.01%
+356
2659
$8.15K ﹤0.01%
300
2660
$8.14K ﹤0.01%
2,250
2661
$8.13K ﹤0.01%
321
-1
2662
$8.12K ﹤0.01%
1,000
2663
$8.12K ﹤0.01%
160
2664
$8.09K ﹤0.01%
+212
2665
$8.09K ﹤0.01%
100
-20
2666
$8.08K ﹤0.01%
350
-700
2667
$8K ﹤0.01%
505
2668
$7.93K ﹤0.01%
119
2669
$7.9K ﹤0.01%
128
-32
2670
$7.84K ﹤0.01%
+250
2671
$7.82K ﹤0.01%
100
2672
$7.82K ﹤0.01%
750
2673
$7.81K ﹤0.01%
+143
2674
$7.75K ﹤0.01%
283
2675
$7.72K ﹤0.01%
235
105 106
107
108 109