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
2976
$3.56K ﹤0.01%
200
2977
$3.53K ﹤0.01%
+167
2978
$3.51K ﹤0.01%
100
2979
$3.49K ﹤0.01%
68
2980
$3.48K ﹤0.01%
31
+22
2981
$3.47K ﹤0.01%
+1,440
2982
$3.47K ﹤0.01%
1,627
2983
$3.46K ﹤0.01%
100
-12
2984
$3.46K ﹤0.01%
100
2985
$3.45K ﹤0.01%
57
2986
$3.44K ﹤0.01%
500
2987
$3.43K ﹤0.01%
174
2988
$3.43K ﹤0.01%
+750
2989
$3.42K ﹤0.01%
78
2990
$3.41K ﹤0.01%
57
2991
$3.41K ﹤0.01%
140
2992
$3.41K ﹤0.01%
520
2993
$3.41K ﹤0.01%
+355
2994
$3.4K ﹤0.01%
250
2995
$3.39K ﹤0.01%
85
2996
$3.36K ﹤0.01%
155
2997
$3.34K ﹤0.01%
153
2998
$3.34K ﹤0.01%
200
2999
$3.34K ﹤0.01%
178
3000
$3.31K ﹤0.01%
51
118 119
120
121 122