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
526
$194K 0.03%
3,862
+3,561
527
$194K 0.03%
3,719
-214
528
$194K 0.03%
10,733
+8,084
529
$193K 0.03%
4,660
+1
530
$193K 0.03%
3,831
+150
531
$193K 0.03%
3,095
+83
532
$191K 0.03%
820
-273
533
$191K 0.03%
2,144
-2,737
534
$191K 0.03%
1,602
+31
535
$191K 0.03%
4,667
-5,137
536
$190K 0.03%
11,250
+3,370
537
$190K 0.03%
2,037
+133
538
$190K 0.03%
+1,641
539
$190K 0.03%
3,748
+444
540
$189K 0.03%
13,682
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541
$189K 0.03%
3,578
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$188K 0.03%
9,238
-23
543
$187K 0.03%
8,304
544
$187K 0.03%
2,146
-183
545
$186K 0.03%
4,765
+170
546
$186K 0.03%
6,784
-6,908
547
$185K 0.03%
4,139
548
$185K 0.03%
2,856
+258
549
$184K 0.03%
3,477
550
$184K 0.03%
3,176
-43
20 21
22
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