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
2751
$6.33K ﹤0.01%
117
2752
$6.32K ﹤0.01%
150
2753
$6.32K ﹤0.01%
70
+15
2754
$6.31K ﹤0.01%
200
2755
$6.29K ﹤0.01%
213
+121
2756
$6.27K ﹤0.01%
99
2757
$6.26K ﹤0.01%
117
+34
2758
$6.23K ﹤0.01%
280
2759
$6.22K ﹤0.01%
52
+13
2760
$6.2K ﹤0.01%
178
+6
2761
$6.19K ﹤0.01%
77
2762
$6.18K ﹤0.01%
773
2763
$6.15K ﹤0.01%
351
2764
$6.12K ﹤0.01%
83
2765
$6.11K ﹤0.01%
+1,000
2766
$6.1K ﹤0.01%
333
2767
$6.1K ﹤0.01%
272
+24
2768
$6.07K ﹤0.01%
244
-61
2769
$6.06K ﹤0.01%
81
+22
2770
$6.05K ﹤0.01%
2,500
2771
$6.05K ﹤0.01%
242
2772
$6.04K ﹤0.01%
43
2773
$6.03K ﹤0.01%
164
2774
$6.03K ﹤0.01%
+200
2775
$6.02K ﹤0.01%
850
109 110
111
112 113