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
2951
$3.87K ﹤0.01%
63
2952
$3.86K ﹤0.01%
77
2953
$3.84K ﹤0.01%
55
2954
$3.82K ﹤0.01%
14
+2
2955
$3.81K ﹤0.01%
73
2956
$3.79K ﹤0.01%
55
2957
$3.79K ﹤0.01%
62
2958
$3.78K ﹤0.01%
61
2959
$3.78K ﹤0.01%
31
+13
2960
$3.76K ﹤0.01%
203
2961
$3.73K ﹤0.01%
33
2962
$3.7K ﹤0.01%
249
2963
$3.69K ﹤0.01%
175
2964
$3.67K ﹤0.01%
41
2965
$3.63K ﹤0.01%
+384
2966
$3.63K ﹤0.01%
47
2967
$3.63K ﹤0.01%
550
-800
2968
$3.61K ﹤0.01%
74
2969
$3.6K ﹤0.01%
30
2970
$3.6K ﹤0.01%
110
2971
$3.6K ﹤0.01%
50
2972
$3.59K ﹤0.01%
50
2973
$3.58K ﹤0.01%
84
2974
$3.56K ﹤0.01%
28
2975
$3.56K ﹤0.01%
100
117 118
119
120 121