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
376
$312K 0.05%
16,695
-2,879
377
$311K 0.05%
11,039
+3,342
378
$308K 0.05%
4,088
-926
379
$308K 0.05%
5,094
-160
380
$305K 0.05%
4,659
-238
381
$300K 0.04%
8,822
+865
382
$300K 0.04%
11,760
+3,445
383
$297K 0.04%
18,626
+10,595
384
$296K 0.04%
1,231
+290
385
$291K 0.04%
10,473
+3,027
386
$291K 0.04%
10,210
+4,450
387
$291K 0.04%
3,364
+5
388
$291K 0.04%
6,643
+270
389
$289K 0.04%
6,047
+124
390
$288K 0.04%
4,488
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391
$287K 0.04%
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392
$287K 0.04%
9,884
-72
393
$287K 0.04%
14,109
-2,550
394
$286K 0.04%
2,449
-163
395
$284K 0.04%
8,928
+8,008
396
$282K 0.04%
5,686
+329
397
$282K 0.04%
4,560
+2,730
398
$280K 0.04%
1,854
+93
399
$280K 0.04%
4,664
+2,453
400
$278K 0.04%
9,381
-7,341
14 15
16
17 18