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
2776
$6K ﹤0.01%
12
2777
$5.99K ﹤0.01%
1,500
2778
$5.95K ﹤0.01%
280
+20
2779
$5.95K ﹤0.01%
150
2780
$5.95K ﹤0.01%
461
+154
2781
$5.94K ﹤0.01%
48
+19
2782
$5.93K ﹤0.01%
128
2783
$5.92K ﹤0.01%
2,000
2784
$5.92K ﹤0.01%
179
+7
2785
$5.89K ﹤0.01%
750
+200
2786
$5.89K ﹤0.01%
569
2787
$5.87K ﹤0.01%
188
2788
$5.86K ﹤0.01%
445
2789
$5.84K ﹤0.01%
700
+500
2790
$5.84K ﹤0.01%
150
-120
2791
$5.82K ﹤0.01%
67
2792
$5.81K ﹤0.01%
156
-3,346
2793
$5.8K ﹤0.01%
90
2794
$5.8K ﹤0.01%
420
-786
2795
$5.79K ﹤0.01%
+240
2796
$5.77K ﹤0.01%
183
2797
$5.76K ﹤0.01%
140
-64
2798
$5.76K ﹤0.01%
750
2799
$5.75K ﹤0.01%
+34
2800
$5.71K ﹤0.01%
40
110 111
112
113 114