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
$672M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.46M
3
+$2.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.99M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.97M

Top Sells

1
+$2.39M
2
+$1.42M
3
+$1.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M

Sector Composition

1 Technology 9.13%
2 Financials 5.97%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$522K 0.08%
+21,060
252
$521K 0.08%
2,076
+445
253
$518K 0.08%
7,205
+724
254
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12,644
+316
255
$516K 0.08%
8,873
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256
$516K 0.08%
2,131
+992
257
$512K 0.08%
6,996
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258
$507K 0.08%
11,129
+7,744
259
$500K 0.07%
2,726
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260
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261
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7,276
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262
$497K 0.07%
4,747
-143
263
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3,356
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264
$494K 0.07%
11,092
-1,130
265
$494K 0.07%
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266
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269
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30,288
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270
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8,274
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271
$479K 0.07%
6,616
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272
$478K 0.07%
10,480
273
$471K 0.07%
8,066
274
$468K 0.07%
16,778
+1,910
275
$466K 0.07%
10,528
+4
9 10
11
12 13