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
2676
$7.71K ﹤0.01%
603
2677
$7.64K ﹤0.01%
400
2678
$7.64K ﹤0.01%
549
+6
2679
$7.63K ﹤0.01%
166
2680
$7.63K ﹤0.01%
16
-6
2681
$7.61K ﹤0.01%
168
2682
$7.59K ﹤0.01%
198
-415
2683
$7.58K ﹤0.01%
3,138
-1,634
2684
$7.55K ﹤0.01%
365
+295
2685
$7.52K ﹤0.01%
699
2686
$7.51K ﹤0.01%
146
2687
$7.51K ﹤0.01%
166
2688
$7.49K ﹤0.01%
1,046
+10
2689
$7.41K ﹤0.01%
214
2690
$7.39K ﹤0.01%
91
2691
$7.37K ﹤0.01%
291
+141
2692
$7.34K ﹤0.01%
141
2693
$7.34K ﹤0.01%
223
-148
2694
$7.34K ﹤0.01%
155
2695
$7.31K ﹤0.01%
300
2696
$7.28K ﹤0.01%
+350
2697
$7.27K ﹤0.01%
73
2698
$7.26K ﹤0.01%
139
-330
2699
$7.25K ﹤0.01%
+458
2700
$7.23K ﹤0.01%
+150
106 107
108
109 110