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
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$452K 0.07%
+17,765
277
$451K 0.07%
+6,398
278
$451K 0.07%
+5,636
279
$448K 0.07%
+9,507
280
$447K 0.07%
+7,547
281
$447K 0.07%
+8,690
282
$444K 0.07%
+9,864
283
$443K 0.07%
+3,031
284
$441K 0.07%
+8,900
285
$441K 0.07%
+4,643
286
$441K 0.07%
+7,044
287
$440K 0.07%
+9,806
288
$439K 0.07%
+6,275
289
$432K 0.07%
+1,695
290
$430K 0.07%
+5,128
291
$429K 0.07%
+6,363
292
$427K 0.07%
+29,537
293
$427K 0.07%
+8,089
294
$423K 0.07%
+7,787
295
$423K 0.07%
+8,646
296
$419K 0.07%
+28,767
297
$418K 0.07%
+13,623
298
$417K 0.07%
+3,802
299
$416K 0.07%
+13,043
300
$412K 0.07%
+6,990
10 11
12
13 14