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
2851
$4.94K ﹤0.01%
69
2852
$4.93K ﹤0.01%
100
2853
$4.93K ﹤0.01%
500
2854
$4.93K ﹤0.01%
205
2855
$4.92K ﹤0.01%
19
+4
2856
$4.92K ﹤0.01%
60
2857
$4.91K ﹤0.01%
219
2858
$4.91K ﹤0.01%
1,310
2859
$4.89K ﹤0.01%
506
2860
$4.88K ﹤0.01%
+90
2861
$4.87K ﹤0.01%
129
-165
2862
$4.87K ﹤0.01%
106
+40
2863
$4.87K ﹤0.01%
500
2864
$4.85K ﹤0.01%
42
-119
2865
$4.85K ﹤0.01%
90
-105
2866
$4.84K ﹤0.01%
204
+52
2867
$4.83K ﹤0.01%
519
2868
$4.83K ﹤0.01%
+194
2869
$4.81K ﹤0.01%
300
2870
$4.81K ﹤0.01%
69
2871
$4.78K ﹤0.01%
54
2872
$4.78K ﹤0.01%
34
+18
2873
$4.78K ﹤0.01%
100
2874
$4.76K ﹤0.01%
100
2875
$4.75K ﹤0.01%
+250
113 114
115
116 117