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
2926
$4.11K ﹤0.01%
100
2927
$4.1K ﹤0.01%
53
2928
$4.09K ﹤0.01%
150
2929
$4.08K ﹤0.01%
50
2930
$4.08K ﹤0.01%
48
2931
$4.07K ﹤0.01%
1,000
-2,000
2932
$4.06K ﹤0.01%
50
2933
$4.06K ﹤0.01%
+56
2934
$4.05K ﹤0.01%
450
2935
$4.05K ﹤0.01%
38
2936
$4.04K ﹤0.01%
169
2937
$4.04K ﹤0.01%
32
2938
$4.03K ﹤0.01%
24
-169
2939
$4.01K ﹤0.01%
1,000
2940
$4.01K ﹤0.01%
81
-23
2941
$4.01K ﹤0.01%
+792
2942
$4K ﹤0.01%
1,031
2943
$3.97K ﹤0.01%
160
+22
2944
$3.95K ﹤0.01%
101
-11
2945
$3.94K ﹤0.01%
80
2946
$3.93K ﹤0.01%
34
2947
$3.89K ﹤0.01%
105
-2,003
2948
$3.88K ﹤0.01%
50
2949
$3.87K ﹤0.01%
60
2950
$3.87K ﹤0.01%
+150
116 117
118
119 120