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
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$412K 0.07%
+3,960
302
$410K 0.06%
+3,020
303
$409K 0.06%
+5,031
304
$409K 0.06%
+7,193
305
$408K 0.06%
+19,466
306
$407K 0.06%
+9,804
307
$401K 0.06%
+4,727
308
$400K 0.06%
+14,220
309
$399K 0.06%
+12,905
310
$398K 0.06%
+7,633
311
$398K 0.06%
+39,024
312
$397K 0.06%
+2,672
313
$396K 0.06%
+6,390
314
$390K 0.06%
+1,224
315
$387K 0.06%
+5,487
316
$387K 0.06%
+14,581
317
$386K 0.06%
+4,728
318
$386K 0.06%
+8,761
319
$385K 0.06%
+5,014
320
$383K 0.06%
+18,824
321
$378K 0.06%
+10,905
322
$377K 0.06%
+13,692
323
$376K 0.06%
+2,433
324
$374K 0.06%
+14,840
325
$373K 0.06%
+3,261
11 12
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