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
476
$219K 0.03%
2,983
+145
477
$219K 0.03%
7,640
+2,070
478
$218K 0.03%
12,315
-4,560
479
$218K 0.03%
7,580
+454
480
$218K 0.03%
3,490
-541
481
$218K 0.03%
1,389
-38
482
$216K 0.03%
8,825
483
$216K 0.03%
5,753
+419
484
$216K 0.03%
3,374
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485
$214K 0.03%
1,392
+711
486
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3,104
-1,795
487
$213K 0.03%
3,047
+11
488
$212K 0.03%
+16,266
489
$212K 0.03%
5,507
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490
$212K 0.03%
8,744
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494
$210K 0.03%
6,591
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495
$209K 0.03%
8,583
-1,000
496
$208K 0.03%
7,800
+2,700
497
$207K 0.03%
4,969
+711
498
$207K 0.03%
13,066
+2,405
499
$207K 0.03%
1,853
+107
500
$207K 0.03%
4,175
+8
18 19
20
21 22