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
3276
$1.09K ﹤0.01%
48
3277
$1.09K ﹤0.01%
18
3278
$1.08K ﹤0.01%
46
3279
$1.08K ﹤0.01%
100
3280
$1.07K ﹤0.01%
4
-8
3281
$1.07K ﹤0.01%
+45
3282
$1.06K ﹤0.01%
15
+8
3283
$1.05K ﹤0.01%
24
3284
$1.05K ﹤0.01%
102
3285
$1.05K ﹤0.01%
25
3286
$1.04K ﹤0.01%
25
3287
$1.03K ﹤0.01%
33
3288
$1.03K ﹤0.01%
49
-729
3289
$1.03K ﹤0.01%
10
3290
$1.02K ﹤0.01%
200
3291
$1.01K ﹤0.01%
100
3292
$1.01K ﹤0.01%
+74
3293
$1.01K ﹤0.01%
100
3294
$1K ﹤0.01%
1
-1
3295
$1K ﹤0.01%
22
3296
$989 ﹤0.01%
10
3297
$973 ﹤0.01%
132
3298
$971 ﹤0.01%
+28
3299
$964 ﹤0.01%
4
3300
$960 ﹤0.01%
60
130 131
132
133 134