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
426
$249K 0.04%
+4,640
427
$248K 0.04%
+5,172
428
$247K 0.04%
+10,635
429
$247K 0.04%
+22,796
430
$247K 0.04%
+5,800
431
$245K 0.04%
+3,762
432
$244K 0.04%
+2,465
433
$244K 0.04%
+7,957
434
$243K 0.04%
+17,800
435
$240K 0.04%
+8,310
436
$240K 0.04%
+12,228
437
$239K 0.04%
+15,415
438
$239K 0.04%
+3,652
439
$239K 0.04%
+4,440
440
$238K 0.04%
+2,161
441
$238K 0.04%
+1,427
442
$237K 0.04%
+7,454
443
$237K 0.04%
+1,966
444
$237K 0.04%
+9,956
445
$236K 0.04%
+2,864
446
$236K 0.04%
+6,062
447
$235K 0.04%
+941
448
$235K 0.04%
+4,324
449
$234K 0.04%
+3,012
450
$234K 0.04%
+1,093
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