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
$633M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1 +$23.4M
2 +$18.1M
3 +$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$501K 0.08%
+4,765
252
$499K 0.08%
+6,481
253
$497K 0.08%
+9,090
254
$496K 0.08%
+6,588
255
$495K 0.08%
+5,329
256
$494K 0.08%
+8,530
257
$492K 0.08%
+8,315
258
$491K 0.08%
+9,600
259
$490K 0.08%
+7,579
260
$485K 0.08%
+10,480
261
$485K 0.08%
+7,299
262
$485K 0.08%
+10,524
263
$485K 0.08%
+6,584
264
$485K 0.08%
+4,269
265
$481K 0.08%
+12,328
266
$479K 0.08%
+3,572
267
$479K 0.08%
+4,441
268
$476K 0.08%
+14,868
269
$476K 0.08%
+8,829
270
$473K 0.07%
+18,341
271
$472K 0.07%
+8,066
272
$468K 0.07%
+6,497
273
$466K 0.07%
+5,801
274
$464K 0.07%
+6,680
275
$462K 0.07%
+7,168