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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$344K 0.03%
4,077
+224
527
$344K 0.03%
6,267
+980
528
$343K 0.03%
3,515
+226
529
$342K 0.03%
11,827
+3,550
530
$342K 0.03%
2,551
+85
531
$340K 0.03%
6,856
+2,151
532
$339K 0.03%
7,586
+603
533
$339K 0.03%
4,594
+1,191
534
$339K 0.03%
10,899
+5,141
535
$338K 0.03%
21,994
+3,548
536
$337K 0.03%
7,798
+257
537
$335K 0.03%
8,818
+470
538
$334K 0.03%
2,036
-1,875
539
$333K 0.03%
24,130
-2,714
540
$330K 0.03%
3,781
+283
541
$330K 0.03%
6,176
+2,750
542
$329K 0.03%
6,507
+1,611
543
$327K 0.03%
27,822
+1,290
544
$326K 0.03%
3,253
+224
545
$326K 0.03%
6,162
-21,406
546
$325K 0.03%
6,243
-94
547
$323K 0.03%
24,065
+20,095
548
$319K 0.03%
12,385
+1,382
549
$318K 0.03%
379
550
$317K 0.03%
2,130
+178
20 21
22
23 24