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
351
$349K 0.05%
4,994
-493
352
$349K 0.05%
14,665
+9,835
353
$347K 0.05%
5,262
+4,788
354
$346K 0.05%
2,856
-163
355
$344K 0.05%
7,146
+1,812
356
$343K 0.05%
8,156
-568
357
$342K 0.05%
15,612
+1,149
358
$340K 0.05%
3,282
+1,031
359
$339K 0.05%
2,914
+187
360
$337K 0.05%
2,535
-137
361
$336K 0.05%
5,708
+883
362
$335K 0.05%
10,860
+2,550
363
$334K 0.05%
13,565
+8,815
364
$332K 0.05%
7,037
+509
365
$327K 0.05%
4,343
+1,255
366
$323K 0.05%
4,977
+306
367
$323K 0.05%
7,454
+535
368
$321K 0.05%
2,651
+492
369
$320K 0.05%
27,707
370
$320K 0.05%
7,496
+428
371
$318K 0.05%
3,174
-1,469
372
$316K 0.05%
6,255
-86
373
$315K 0.05%
18,244
-21,808
374
$314K 0.05%
2,174
-259
375
$312K 0.05%
10,481
-608
13 14
15
16 17