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
476
$214K 0.03%
+8,767
477
$213K 0.03%
+8,315
478
$213K 0.03%
+5,187
479
$212K 0.03%
+5,334
480
$212K 0.03%
+3,036
481
$211K 0.03%
+3,911
482
$210K 0.03%
+7,697
483
$209K 0.03%
+7,446
484
$209K 0.03%
+6,324
485
$209K 0.03%
+4,616
486
$209K 0.03%
+2,474
487
$208K 0.03%
+2,984
488
$208K 0.03%
+6,788
489
$208K 0.03%
+7,126
490
$205K 0.03%
+2,329
491
$205K 0.03%
+7,683
492
$204K 0.03%
+5,845
493
$204K 0.03%
+2,031
494
$204K 0.03%
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495
$203K 0.03%
+17,902
496
$202K 0.03%
+9,464
497
$201K 0.03%
+3,023
498
$201K 0.03%
+7,290
499
$200K 0.03%
+12,730
500
$200K 0.03%
+2,008