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
$672M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.46M
3
+$2.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.99M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.97M

Top Sells

1
+$2.39M
2
+$1.42M
3
+$1.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M

Sector Composition

1 Technology 9.13%
2 Financials 5.97%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$466K 0.07%
9,463
+7,294
277
$463K 0.07%
29,415
-2,075
278
$463K 0.07%
10,468
+604
279
$463K 0.07%
18,399
+58
280
$463K 0.07%
4,218
+1,057
281
$459K 0.07%
3,451
+733
282
$453K 0.07%
6,306
-374
283
$451K 0.07%
17,765
284
$450K 0.07%
9,218
+2,304
285
$449K 0.07%
25,579
+967
286
$443K 0.07%
9,048
+3,312
287
$441K 0.07%
12,617
+1,712
288
$439K 0.07%
23,658
-4,557
289
$438K 0.07%
3,152
+2,897
290
$437K 0.07%
3,213
+193
291
$436K 0.06%
2,847
-204
292
$436K 0.06%
14,568
+348
293
$435K 0.06%
2,543
-321
294
$433K 0.06%
2,298
+1,583
295
$433K 0.06%
14,360
+737
296
$432K 0.06%
5,594
-42
297
$431K 0.06%
6,870
-429
298
$428K 0.06%
9,124
+478
299
$423K 0.06%
7,727
-60
300
$414K 0.06%
3,854
+3,490
10 11
12
13 14