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
2901
$4.43K ﹤0.01%
153
2902
$4.43K ﹤0.01%
911
2903
$4.39K ﹤0.01%
250
-50
2904
$4.36K ﹤0.01%
229
2905
$4.34K ﹤0.01%
606
2906
$4.34K ﹤0.01%
155
2907
$4.34K ﹤0.01%
74
+54
2908
$4.33K ﹤0.01%
647
+200
2909
$4.32K ﹤0.01%
189
+1
2910
$4.31K ﹤0.01%
150
2911
$4.3K ﹤0.01%
400
2912
$4.23K ﹤0.01%
1,084
2913
$4.22K ﹤0.01%
54
-10,656
2914
$4.2K ﹤0.01%
86
2915
$4.2K ﹤0.01%
195
+2
2916
$4.18K ﹤0.01%
75
2917
$4.17K ﹤0.01%
267
2918
$4.17K ﹤0.01%
186
2919
$4.16K ﹤0.01%
621
2920
$4.16K ﹤0.01%
94
2921
$4.14K ﹤0.01%
46
2922
$4.14K ﹤0.01%
290
2923
$4.13K ﹤0.01%
14
2924
$4.12K ﹤0.01%
116
+96
2925
$4.12K ﹤0.01%
20
115 116
117
118 119