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APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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
+$8.29M
2
+$8.14M
3
+$7.96M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.73M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$7.08M

Top Sells

1
+$9.42M
2
+$7.85M
3
+$7.66M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.98M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.91%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.46%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3451
$15 ﹤0.01%
1
3452
$15 ﹤0.01%
2
3453
– –
0
3454
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0
3455
– –
0
3456
– –
-17
3457
– –
-11,545
3458
– –
-442
3459
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-483
3460
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-100
3461
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-55
3462
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-216
3463
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3464
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-150
3465
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3466
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3467
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-1,854
3468
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3469
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3470
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3471
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3472
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3473
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-1,772
3474
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3475
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-127
137 138
139
140 141