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
26
$3.96M 0.63%
+47,372
27
$3.83M 0.61%
+78,768
28
$3.69M 0.58%
+44,684
29
$3.59M 0.57%
+75,230
30
$3.48M 0.55%
+54,406
31
$3.45M 0.55%
+33,978
32
$3.45M 0.55%
+22,631
33
$3.37M 0.53%
+66,297
34
$3.26M 0.51%
+23,723
35
$3.19M 0.5%
+92,806
36
$2.91M 0.46%
+28,195
37
$2.85M 0.45%
+39,966
38
$2.79M 0.44%
+73,178
39
$2.78M 0.44%
+14,005
40
$2.73M 0.43%
+23,973
41
$2.7M 0.43%
+21,866
42
$2.65M 0.42%
+23,754
43
$2.63M 0.42%
+24,821
44
$2.62M 0.41%
+49,582
45
$2.62M 0.41%
+21,835
46
$2.61M 0.41%
+20,883
47
$2.61M 0.41%
+70,342
48
$2.57M 0.41%
+532,080
49
$2.54M 0.4%
+86,005
50
$2.53M 0.4%
+20,823
1
2
3 4 5