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
526
$183K 0.03%
+20,325
527
$182K 0.03%
+3,477
528
$182K 0.03%
+4,258
529
$182K 0.03%
+8,564
530
$182K 0.03%
+294
531
$182K 0.03%
+13,403
532
$182K 0.03%
+2,876
533
$181K 0.03%
+917
534
$181K 0.03%
+2,121
535
$179K 0.03%
+4,595
536
$179K 0.03%
+4,139
537
$178K 0.03%
+3,947
538
$178K 0.03%
+3,035
539
$178K 0.03%
+2,386
540
$178K 0.03%
+2,740
541
$178K 0.03%
+7,311
542
$178K 0.03%
+1,580
543
$177K 0.03%
+3,873
544
$177K 0.03%
+750
545
$176K 0.03%
+3,817
546
$176K 0.03%
+5,570
547
$176K 0.03%
+1,892
548
$175K 0.03%
+1,327
549
$174K 0.03%
+3,304
550
$174K 0.03%
+10,985
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