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
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$335K 0.05%
+6,520
352
$331K 0.05%
+8,118
353
$330K 0.05%
+27,707
354
$327K 0.05%
+5,056
355
$325K 0.05%
+5,541
356
$323K 0.05%
+6,026
357
$321K 0.05%
+5,255
358
$314K 0.05%
+70,076
359
$314K 0.05%
+4,944
360
$311K 0.05%
+15,102
361
$309K 0.05%
+5,254
362
$309K 0.05%
+2,131
363
$307K 0.05%
+4,232
364
$307K 0.05%
+6,914
365
$306K 0.05%
+25,159
366
$305K 0.05%
+2,612
367
$305K 0.05%
+3,474
368
$304K 0.05%
+4,744
369
$299K 0.05%
+3,359
370
$296K 0.05%
+1,841
371
$295K 0.05%
+2,760
372
$293K 0.05%
+2,004
373
$292K 0.05%
+3,868
374
$289K 0.05%
+1,419
375
$287K 0.05%
+4,825
13 14
15
16 17