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
551
$183K 0.03%
4,631
+2,765
552
$183K 0.03%
1,239
+314
553
$182K 0.03%
5,875
+654
554
$182K 0.03%
1,687
+152
555
$181K 0.03%
3,381
+318
556
$181K 0.03%
10,254
-41,664
557
$180K 0.03%
5,268
+1,023
558
$180K 0.03%
2,109
+22
559
$179K 0.03%
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+9
560
$179K 0.03%
7,252
+1,394
561
$179K 0.03%
1,163
-112
562
$177K 0.03%
1,533
-47
563
$177K 0.03%
7,231
-80
564
$176K 0.03%
4,448
+2,749
565
$175K 0.03%
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566
$174K 0.03%
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567
$174K 0.03%
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$174K 0.03%
19,360
-139,416
569
$173K 0.03%
8,258
-856
570
$173K 0.03%
14,595
+13,133
571
$171K 0.03%
3,986
+39
572
$171K 0.03%
1,941
+128
573
$171K 0.03%
23,884
+2,098
574
$170K 0.03%
7,912
+3,908
575
$170K 0.03%
3,739
-9,034
21 22
23
24 25