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
401
$277K 0.04%
2,631
+372
402
$277K 0.04%
24,321
+1,525
403
$275K 0.04%
11,252
-8,214
404
$274K 0.04%
1,268
+141
405
$272K 0.04%
4,434
-1,107
406
$272K 0.04%
4,646
-1,579
407
$269K 0.04%
1,223
408
$268K 0.04%
1,351
+918
409
$268K 0.04%
7,900
+875
410
$268K 0.04%
11,521
+2,754
411
$266K 0.04%
3,835
-2,440
412
$265K 0.04%
7,588
+1,220
413
$265K 0.04%
2,544
+601
414
$264K 0.04%
5,450
415
$263K 0.04%
1,941
-63
416
$263K 0.04%
10,455
417
$261K 0.04%
4,089
+327
418
$261K 0.04%
4,945
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419
$259K 0.04%
4,553
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420
$259K 0.04%
5,909
+940
421
$256K 0.04%
1,752
+4
422
$256K 0.04%
8,001
+1,036
423
$256K 0.04%
2,100
+2,046
424
$255K 0.04%
1,974
-156
425
$255K 0.04%
2,411
+250
15 16
17
18 19