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
2876
$4.74K ﹤0.01%
+160
2877
$4.74K ﹤0.01%
114
2878
$4.69K ﹤0.01%
23
2879
$4.68K ﹤0.01%
121
2880
$4.66K ﹤0.01%
86
+1
2881
$4.66K ﹤0.01%
173
2882
$4.65K ﹤0.01%
250
2883
$4.64K ﹤0.01%
61
2884
$4.64K ﹤0.01%
350
2885
$4.64K ﹤0.01%
65
2886
$4.64K ﹤0.01%
100
2887
$4.63K ﹤0.01%
200
2888
$4.63K ﹤0.01%
100
2889
$4.62K ﹤0.01%
155
2890
$4.61K ﹤0.01%
75
2891
$4.6K ﹤0.01%
175
2892
$4.55K ﹤0.01%
467
+267
2893
$4.55K ﹤0.01%
29
-10
2894
$4.54K ﹤0.01%
51
2895
$4.54K ﹤0.01%
165
2896
$4.52K ﹤0.01%
1,333
2897
$4.48K ﹤0.01%
41
+26
2898
$4.46K ﹤0.01%
1,571
2899
$4.46K ﹤0.01%
32
+12
2900
$4.46K ﹤0.01%
+652
114 115
116
117 118