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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.24M 0.05%
47,625
+7,680
377
$1.23M 0.05%
48,116
+3,196
378
$1.23M 0.05%
17,296
+532
379
$1.23M 0.05%
14,151
+14,124
380
$1.23M 0.05%
1,647
+207
381
$1.23M 0.05%
5,053
+542
382
$1.22M 0.05%
28,812
-545
383
$1.22M 0.05%
4,480
-878
384
$1.22M 0.05%
31,740
-5,288
385
$1.22M 0.05%
58,746
+609
386
$1.21M 0.05%
24,050
+13,548
387
$1.21M 0.05%
47,937
+7,282
388
$1.21M 0.05%
5,363
+641
389
$1.2M 0.05%
31,260
-445
390
$1.2M 0.05%
3,873
+121
391
$1.2M 0.04%
1,927
+504
392
$1.2M 0.04%
1,924
+1,125
393
$1.2M 0.04%
12,152
+359
394
$1.19M 0.04%
6,192
+151
395
$1.19M 0.04%
53,991
+14,216
396
$1.19M 0.04%
19,333
+3,182
397
$1.19M 0.04%
23,992
+7,353
398
$1.18M 0.04%
41,522
+2,790
399
$1.18M 0.04%
7,032
+452
400
$1.18M 0.04%
4,601
-869
14 15
16
17 18