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
3051
$2.91K ﹤0.01%
265
3052
$2.9K ﹤0.01%
155
3053
$2.89K ﹤0.01%
650
3054
$2.88K ﹤0.01%
629
3055
$2.88K ﹤0.01%
67
3056
$2.88K ﹤0.01%
260
3057
$2.88K ﹤0.01%
150
3058
$2.87K ﹤0.01%
101
3059
$2.87K ﹤0.01%
225
3060
$2.87K ﹤0.01%
185
3061
$2.86K ﹤0.01%
28
3062
$2.85K ﹤0.01%
113
3063
$2.83K ﹤0.01%
250
-500
3064
$2.83K ﹤0.01%
72
3065
$2.8K ﹤0.01%
178
3066
$2.79K ﹤0.01%
26
-14
3067
$2.79K ﹤0.01%
+71
3068
$2.78K ﹤0.01%
528
3069
$2.77K ﹤0.01%
6
3070
$2.76K ﹤0.01%
100
3071
$2.73K ﹤0.01%
68
3072
$2.73K ﹤0.01%
160
3073
$2.72K ﹤0.01%
36
+3
3074
$2.72K ﹤0.01%
50
3075
$2.71K ﹤0.01%
84
121 122
123
124 125