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
576
$169K 0.03%
2,876
577
$169K 0.03%
4,429
+584
578
$169K 0.03%
3,222
+1,122
579
$168K 0.03%
1,706
-335
580
$167K 0.02%
728
+184
581
$167K 0.02%
5,807
582
$167K 0.02%
1,653
+1,555
583
$167K 0.02%
6,975
+280
584
$166K 0.02%
9,310
+5,533
585
$166K 0.02%
2,927
-984
586
$166K 0.02%
8,170
+2,390
587
$164K 0.02%
3,740
+660
588
$164K 0.02%
6,785
589
$164K 0.02%
1,709
-299
590
$163K 0.02%
2,189
+1,174
591
$163K 0.02%
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$163K 0.02%
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958
594
$161K 0.02%
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595
$161K 0.02%
12,865
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596
$160K 0.02%
929
-152
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$160K 0.02%
2,370
-175
598
$159K 0.02%
3,643
-230
599
$159K 0.02%
9,828
-189
600
$158K 0.02%
8,464
-100
22 23
24
25 26