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
$672M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.46M
3
+$2.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.99M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.97M

Top Sells

1
+$2.39M
2
+$1.42M
3
+$1.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M

Sector Composition

1 Technology 9.13%
2 Financials 5.97%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$386K 0.06%
8,075
+4,147
327
$385K 0.06%
5,396
+1,744
328
$385K 0.06%
1,405
+181
329
$382K 0.06%
1,871
+87
330
$381K 0.06%
4,607
-11,745
331
$381K 0.06%
6,229
+1,285
332
$380K 0.06%
15,513
+932
333
$380K 0.06%
2,059
+6
334
$375K 0.06%
18,869
+45
335
$373K 0.06%
5,890
-500
336
$372K 0.06%
4,506
-525
337
$368K 0.05%
2,244
+403
338
$367K 0.05%
6,709
+381
339
$366K 0.05%
29,408
-129
340
$366K 0.05%
8,125
+578
341
$365K 0.05%
1,652
+233
342
$364K 0.05%
28,024
+1,163
343
$364K 0.05%
6,895
-2,195
344
$363K 0.05%
3,251
+973
345
$362K 0.05%
37,001
-2,023
346
$358K 0.05%
4,121
+2,454
347
$357K 0.05%
6,185
+966
348
$357K 0.05%
3,197
+1,166
349
$354K 0.05%
6,781
+1,594
350
$352K 0.05%
5,287
+231
12 13
14
15 16