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
551
$174K 0.03%
+1,139
552
$173K 0.03%
+2,041
553
$173K 0.03%
+958
554
$172K 0.03%
+2,598
555
$171K 0.03%
+3,121
556
$171K 0.03%
+1,535
557
$171K 0.03%
+1,104
558
$170K 0.03%
+5,350
559
$170K 0.03%
+10,017
560
$170K 0.03%
+3,219
561
$169K 0.03%
+1,440
562
$168K 0.03%
+1,168
563
$168K 0.03%
+10,661
564
$168K 0.03%
+9,709
565
$167K 0.03%
+1,929
566
$167K 0.03%
+8,031
567
$167K 0.03%
+1,013
568
$167K 0.03%
+1,962
569
$167K 0.03%
+1,904
570
$166K 0.03%
+2,087
571
$166K 0.03%
+965
572
$166K 0.03%
+5,760
573
$165K 0.03%
+1,271
574
$164K 0.03%
+6,785
575
$164K 0.03%
+4,654
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