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
3151
$2.06K ﹤0.01%
137
3152
$2.05K ﹤0.01%
400
3153
$2.04K ﹤0.01%
110
3154
$2.04K ﹤0.01%
412
3155
$2.03K ﹤0.01%
500
3156
$2.03K ﹤0.01%
156
3157
$2.02K ﹤0.01%
100
3158
$2.02K ﹤0.01%
26
3159
$2.02K ﹤0.01%
27
3160
$2K ﹤0.01%
186
3161
$1.97K ﹤0.01%
84
3162
$1.97K ﹤0.01%
300
3163
$1.96K ﹤0.01%
30
3164
$1.93K ﹤0.01%
335
-96
3165
$1.93K ﹤0.01%
20
3166
$1.92K ﹤0.01%
64
3167
$1.91K ﹤0.01%
+34
3168
$1.91K ﹤0.01%
186
3169
$1.9K ﹤0.01%
26
-650
3170
$1.9K ﹤0.01%
1,004
3171
$1.89K ﹤0.01%
2
3172
$1.88K ﹤0.01%
100
3173
$1.88K ﹤0.01%
+100
3174
$1.87K ﹤0.01%
39
3175
$1.86K ﹤0.01%
10
125 126
127
128 129