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
26
$4.2M 0.63%
35,135
+14,001
27
$4.09M 0.61%
105,552
+50,848
28
$4M 0.59%
133,364
+47,359
29
$3.85M 0.57%
75,652
+9,355
30
$3.84M 0.57%
98,368
+28,026
31
$3.73M 0.56%
35,245
+7,050
32
$3.66M 0.54%
631,800
+99,720
33
$3.64M 0.54%
23,951
+1,320
34
$3.61M 0.54%
44,337
-347
35
$3.53M 0.53%
56,763
+2,357
36
$3.51M 0.52%
34,564
+586
37
$3.43M 0.51%
72,930
-2,300
38
$3.36M 0.5%
65,080
+27,460
39
$3.31M 0.49%
44,381
-2,991
40
$3.21M 0.48%
146,245
+82,440
41
$3.17M 0.47%
37,007
-12,443
42
$3.17M 0.47%
24,436
+5,651
43
$3.16M 0.47%
73,581
+37,135
44
$3.12M 0.46%
65,332
+15,750
45
$3.06M 0.46%
90,883
-1,923
46
$2.99M 0.45%
26,478
+2,505
47
$2.98M 0.44%
23,674
+1,808
48
$2.82M 0.42%
14,814
+13,317
49
$2.81M 0.42%
59,856
+7,412
50
$2.72M 0.4%
72,400
-778
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