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
576
$163K 0.03%
+5,221
577
$162K 0.03%
+6,348
578
$162K 0.03%
+6,695
579
$161K 0.03%
+21,786
580
$161K 0.03%
+925
581
$161K 0.03%
+2,545
582
$161K 0.03%
+2,000
583
$159K 0.03%
+3,140
584
$159K 0.03%
+1,749
585
$159K 0.03%
+3,385
586
$158K 0.03%
+1,730
587
$157K 0.02%
+5,858
588
$157K 0.02%
+1,874
589
$156K 0.02%
+3,476
590
$156K 0.02%
+2,644
591
$155K 0.02%
+1,687
592
$155K 0.02%
+2,659
593
$155K 0.02%
+5,410
594
$155K 0.02%
+4,000
595
$154K 0.02%
+1,813
596
$154K 0.02%
+11,199
597
$153K 0.02%
+4,186
598
$153K 0.02%
+2,400
599
$152K 0.02%
+8,072
600
$152K 0.02%
+899
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