APA
American Portfolios Advisors Portfolio holdings
AUM
$2.36B
This Quarter Return
+11.3%
1 Year Return
-14.59%
3 Year Return
+43.53%
5 Year Return
+72.29%
10 Year Return
–
AUM
$1.73B
AUM Growth
+$1.73B
(+13%)
Cap. Flow
+$145M
Cap. Flow
% of AUM
8.33%
Top 10 Holdings %
Top 10 Hldgs %
24.32%
Holding
3,032
New
194
Increased
1,063
Reduced
688
Closed
94
Top Buys
| 1 |
Apple
AAPL
|
$63.3M |
| 2 |
Tesla
TSLA
|
$14.1M |
| 3 |
FT Vest US Equity Deep Buffer ETF February
DFEB
|
$13.8M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$6.4M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$5.39M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.07M |
| 2 |
InMode
INMD
|
$6.56M |
| 3 |
SPDR S&P 400 Mid Cap Growth ETF
MDYG
|
$5.88M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$4.61M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.69M |
Sector Composition
| 1 | Technology | 13.34% |
| 2 | Consumer Discretionary | 5.81% |
| 3 | Healthcare | 4.78% |
| 4 | Communication Services | 3.88% |
| 5 | Financials | 3.26% |