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
451
$234K 0.04%
+9,583
452
$232K 0.04%
+3,547
453
$232K 0.04%
+3,786
454
$231K 0.04%
+6,356
455
$231K 0.04%
+6,384
456
$231K 0.04%
+5,462
457
$230K 0.04%
+5,243
458
$229K 0.04%
+4,292
459
$229K 0.04%
+4,712
460
$227K 0.04%
+10,957
461
$227K 0.04%
+1,748
462
$226K 0.04%
+1,009
463
$224K 0.04%
+9,130
464
$223K 0.04%
+6,171
465
$222K 0.04%
+4,823
466
$222K 0.04%
+8,825
467
$222K 0.04%
+11,070
468
$220K 0.03%
+6,368
469
$219K 0.03%
+7,173
470
$219K 0.03%
+3,041
471
$217K 0.03%
+7,025
472
$216K 0.03%
+3,322
473
$216K 0.03%
+16,210
474
$216K 0.03%
+1,876
475
$215K 0.03%
+9,530
17 18
19
20 21