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
401
$265K 0.04%
+5,000
402
$263K 0.04%
+6,650
403
$263K 0.04%
+9,830
404
$262K 0.04%
+10,455
405
$262K 0.04%
+9,542
406
$260K 0.04%
+6,225
407
$259K 0.04%
+2,251
408
$259K 0.04%
+4,031
409
$258K 0.04%
+3,890
410
$257K 0.04%
+2,259
411
$256K 0.04%
+5,334
412
$255K 0.04%
+2,278
413
$255K 0.04%
+6,965
414
$254K 0.04%
+1,761
415
$253K 0.04%
+3,088
416
$253K 0.04%
+4,969
417
$253K 0.04%
+6,373
418
$253K 0.04%
+2,159
419
$252K 0.04%
+2,407
420
$252K 0.04%
+11,256
421
$252K 0.04%
+25,919
422
$252K 0.04%
+13,233
423
$252K 0.04%
+5,736
424
$250K 0.04%
+16,625
425
$250K 0.04%
+4,167
15 16
17
18 19