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
426
$254K 0.04%
13,200
-33
427
$253K 0.04%
19,954
428
$253K 0.04%
20,972
-350
429
$252K 0.04%
2,407
430
$252K 0.04%
3,518
-350
431
$252K 0.04%
17,070
432
$251K 0.04%
26,400
-3,200
433
$251K 0.04%
5,372
+200
434
$251K 0.04%
4,514
-324
435
$250K 0.04%
3,343
+302
436
$250K 0.04%
11,634
+2,170
437
$249K 0.04%
2,272
+568
438
$249K 0.04%
16,150
-17,357
439
$248K 0.04%
2,338
+605
440
$246K 0.04%
4,185
+1,541
441
$245K 0.04%
4,406
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442
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19,530
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443
$242K 0.04%
4,948
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444
$241K 0.04%
2,112
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445
$240K 0.04%
18,820
+5,424
446
$239K 0.04%
2,590
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447
$239K 0.04%
5,704
+2,035
448
$238K 0.04%
27,561
+1,642
449
$238K 0.04%
1,394
+381
450
$238K 0.04%
11,088
-168
16 17
18
19 20