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
501
$200K 0.03%
+1,874
502
$199K 0.03%
+1,733
503
$199K 0.03%
+8,390
504
$197K 0.03%
+1,127
505
$197K 0.03%
+3,230
506
$197K 0.03%
+1,275
507
$196K 0.03%
+3,850
508
$196K 0.03%
+3,933
509
$195K 0.03%
+9,261
510
$195K 0.03%
+5,065
511
$195K 0.03%
+9,114
512
$194K 0.03%
+3,626
513
$192K 0.03%
+8,304
514
$189K 0.03%
+1,704
515
$188K 0.03%
+2,838
516
$188K 0.03%
+3,928
517
$188K 0.03%
+2,287
518
$187K 0.03%
+5,268
519
$187K 0.03%
+1,571
520
$187K 0.03%
+1,588
521
$187K 0.03%
+1,943
522
$186K 0.03%
+4,659
523
$186K 0.03%
+965
524
$186K 0.03%
+1,081
525
$185K 0.03%
+3,681
19 20
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