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
276
$1.93M 0.07%
33,939
+15,695
277
$1.92M 0.07%
12,864
+2,543
278
$1.92M 0.07%
83,712
+50,595
279
$1.91M 0.07%
11,467
-306
280
$1.91M 0.07%
9,950
-1,396
281
$1.9M 0.07%
18,061
+12,277
282
$1.9M 0.07%
16,933
-638
283
$1.86M 0.07%
19,631
-2,389
284
$1.86M 0.07%
29,700
-40,770
285
$1.85M 0.07%
36,797
+6,151
286
$1.84M 0.07%
11,018
+1,703
287
$1.81M 0.07%
26,298
+8,777
288
$1.8M 0.07%
87,849
-44,032
289
$1.79M 0.07%
26,416
+359
290
$1.77M 0.07%
28,403
+325
291
$1.77M 0.07%
9,223
+195
292
$1.76M 0.07%
12,101
+3,000
293
$1.76M 0.07%
25,069
+1,804
294
$1.76M 0.07%
11,161
-499
295
$1.74M 0.07%
13,454
-2,078
296
$1.73M 0.06%
6,182
-456
297
$1.72M 0.06%
15,344
+84
298
$1.71M 0.06%
46,525
+25,153
299
$1.7M 0.06%
21,739
+7,589
300
$1.69M 0.06%
15,061
+582
10 11
12
13 14