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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$960K 0.04%
35,763
+8,330
477
$959K 0.04%
12,802
+4,134
478
$956K 0.04%
44,182
-4,272
479
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+72,628
480
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12,909
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481
$951K 0.04%
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482
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483
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32,154
-501
484
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-12
485
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11,890
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486
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4,777
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487
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18,648
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489
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96,492
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490
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2,120
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11,306
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494
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35,790
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495
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11,430
+1,235
496
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17,121
-37,526
497
$893K 0.03%
5,741
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498
$891K 0.03%
15,240
+815
499
$884K 0.03%
7,916
+6,085
500
$883K 0.03%
40,206
+232
18 19
20
21 22