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
3226
$1.42K ﹤0.01%
61
3227
$1.42K ﹤0.01%
15
3228
$1.42K ﹤0.01%
+75
3229
$1.41K ﹤0.01%
33
3230
$1.4K ﹤0.01%
+200
3231
$1.39K ﹤0.01%
50
3232
$1.38K ﹤0.01%
1,000
3233
$1.37K ﹤0.01%
+49
3234
$1.36K ﹤0.01%
+9
3235
$1.35K ﹤0.01%
+29
3236
$1.35K ﹤0.01%
28
-42
3237
$1.34K ﹤0.01%
46
3238
$1.33K ﹤0.01%
75
3239
$1.33K ﹤0.01%
110
3240
$1.32K ﹤0.01%
15
-17
3241
$1.3K ﹤0.01%
+105
3242
$1.3K ﹤0.01%
39
3243
$1.3K ﹤0.01%
1,800
3244
$1.29K ﹤0.01%
48
3245
$1.29K ﹤0.01%
77
3246
$1.28K ﹤0.01%
200
3247
$1.27K ﹤0.01%
50
3248
$1.26K ﹤0.01%
38
-124
3249
$1.26K ﹤0.01%
100
3250
$1.25K ﹤0.01%
100
128 129
130
131 132