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
451
$236K 0.04%
8,965
+1,282
452
$233K 0.03%
6,072
+5,656
453
$233K 0.03%
6,163
+363
454
$231K 0.03%
13,780
-3,000
455
$231K 0.03%
2,634
-2,093
456
$231K 0.03%
2,076
+202
457
$230K 0.03%
3,674
-112
458
$230K 0.03%
11,825
+755
459
$229K 0.03%
6,800
+150
460
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3,481
+2,352
461
$228K 0.03%
7,256
-198
462
$227K 0.03%
17,330
+1,120
463
$227K 0.03%
7,337
+2,625
464
$226K 0.03%
4,227
-213
465
$225K 0.03%
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466
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467
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468
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17,000
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470
$222K 0.03%
9,130
471
$222K 0.03%
4,226
-98
472
$221K 0.03%
12,208
-4,417
473
$221K 0.03%
2,984
474
$220K 0.03%
8,841
+1,668
475
$219K 0.03%
9,969
-666
17 18
19
20 21