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
3001
$3.31K ﹤0.01%
240
3002
$3.31K ﹤0.01%
+50
3003
$3.3K ﹤0.01%
86
-57
3004
$3.27K ﹤0.01%
+131
3005
$3.27K ﹤0.01%
20
3006
$3.27K ﹤0.01%
+460
3007
$3.26K ﹤0.01%
300
3008
$3.26K ﹤0.01%
93
3009
$3.25K ﹤0.01%
18
3010
$3.25K ﹤0.01%
555
3011
$3.24K ﹤0.01%
126
+2
3012
$3.24K ﹤0.01%
152
3013
$3.24K ﹤0.01%
11
3014
$3.22K ﹤0.01%
25
3015
$3.21K ﹤0.01%
45
3016
$3.2K ﹤0.01%
138
3017
$3.19K ﹤0.01%
200
3018
$3.19K ﹤0.01%
26
-4,062
3019
$3.17K ﹤0.01%
152
+1
3020
$3.17K ﹤0.01%
79
3021
$3.16K ﹤0.01%
139
3022
$3.16K ﹤0.01%
51
3023
$3.15K ﹤0.01%
63
3024
$3.13K ﹤0.01%
24
3025
$3.12K ﹤0.01%
100
119 120
121
122 123