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
376
$287K 0.05%
+5,052
377
$286K 0.05%
+3,161
378
$284K 0.04%
+11,811
379
$283K 0.04%
+2,130
380
$283K 0.04%
+6,528
381
$279K 0.04%
+1,497
382
$279K 0.04%
+1,139
383
$279K 0.04%
+11,089
384
$279K 0.04%
+27,157
385
$279K 0.04%
+2,727
386
$278K 0.04%
+5,357
387
$277K 0.04%
+6,919
388
$276K 0.04%
+17,070
389
$276K 0.04%
+19,954
390
$275K 0.04%
+21,322
391
$275K 0.04%
+7,068
392
$275K 0.04%
+1,223
393
$273K 0.04%
+5,408
394
$271K 0.04%
+29,600
395
$269K 0.04%
+5,923
396
$269K 0.04%
+2,155
397
$268K 0.04%
+5,623
398
$268K 0.04%
+4,838
399
$267K 0.04%
+5,450
400
$266K 0.04%
+4,897
14 15
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