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
2826
$5.31K ﹤0.01%
325
2827
$5.27K ﹤0.01%
61
2828
$5.27K ﹤0.01%
33
2829
$5.26K ﹤0.01%
38
-15
2830
$5.26K ﹤0.01%
120
-80
2831
$5.25K ﹤0.01%
+250
2832
$5.21K ﹤0.01%
550
2833
$5.17K ﹤0.01%
210
-32,290
2834
$5.17K ﹤0.01%
+1,000
2835
$5.14K ﹤0.01%
17
2836
$5.1K ﹤0.01%
75
2837
$5.09K ﹤0.01%
109
+32
2838
$5.07K ﹤0.01%
269
2839
$5.07K ﹤0.01%
500
2840
$5.05K ﹤0.01%
1,000
2841
$5.02K ﹤0.01%
113
2842
$5.01K ﹤0.01%
32
+7
2843
$5K ﹤0.01%
100
2844
$4.99K ﹤0.01%
100
2845
$4.99K ﹤0.01%
317
2846
$4.99K ﹤0.01%
87
+24
2847
$4.98K ﹤0.01%
90
2848
$4.97K ﹤0.01%
125
2849
$4.95K ﹤0.01%
+73
2850
$4.95K ﹤0.01%
166
112 113
114
115 116