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
3026
$3.12K ﹤0.01%
350
-150
3027
– –
0
3028
$3.1K ﹤0.01%
83
3029
$3.1K ﹤0.01%
137
3030
$3.09K ﹤0.01%
100
3031
$3.07K ﹤0.01%
73
3032
$3.06K ﹤0.01%
+75
3033
$3.06K ﹤0.01%
88
-41
3034
$3K ﹤0.01%
38
-5
3035
$3K ﹤0.01%
+845
3036
$3K ﹤0.01%
19
3037
$2.99K ﹤0.01%
+150
3038
$2.98K ﹤0.01%
95
-18
3039
$2.98K ﹤0.01%
50
3040
$2.97K ﹤0.01%
33
+4
3041
$2.96K ﹤0.01%
535
-11
3042
$2.96K ﹤0.01%
38
3043
$2.96K ﹤0.01%
102
3044
$2.96K ﹤0.01%
83
3045
$2.96K ﹤0.01%
113
3046
$2.95K ﹤0.01%
91
-212
3047
$2.95K ﹤0.01%
63
3048
$2.94K ﹤0.01%
71
3049
$2.92K ﹤0.01%
97
+10
3050
$2.92K ﹤0.01%
95
120 121
122
123 124