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
3251
$1.24K ﹤0.01%
61
3252
$1.23K ﹤0.01%
231
3253
$1.23K ﹤0.01%
+100
3254
$1.23K ﹤0.01%
+385
3255
$1.21K ﹤0.01%
208
+176
3256
$1.2K ﹤0.01%
58
-271
3257
$1.2K ﹤0.01%
+10
3258
$1.19K ﹤0.01%
16
3259
$1.19K ﹤0.01%
40
3260
$1.18K ﹤0.01%
8
3261
$1.18K ﹤0.01%
2
3262
$1.16K ﹤0.01%
500
3263
$1.15K ﹤0.01%
10
3264
$1.14K ﹤0.01%
26
-604
3265
$1.14K ﹤0.01%
18
-17
3266
$1.13K ﹤0.01%
105
3267
$1.12K ﹤0.01%
100
-755
3268
$1.12K ﹤0.01%
16
3269
$1.12K ﹤0.01%
133
3270
$1.11K ﹤0.01%
13
3271
$1.11K ﹤0.01%
51
3272
$1.1K ﹤0.01%
100
3273
$1.09K ﹤0.01%
30
3274
$1.09K ﹤0.01%
29
3275
$1.09K ﹤0.01%
107
129 130
131
132 133