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
601
$158K 0.02%
1,670
-60
602
$157K 0.02%
2,748
-40
603
$157K 0.02%
5,813
-1,477
604
$157K 0.02%
+2,059
605
$157K 0.02%
1,624
+138
606
$157K 0.02%
1,424
-542
607
$157K 0.02%
2,690
+2,674
608
$156K 0.02%
3,140
609
$155K 0.02%
1,708
+709
610
$155K 0.02%
2,689
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611
$155K 0.02%
3,546
+816
612
$154K 0.02%
1,126
-13
613
$154K 0.02%
2,041
+305
614
$154K 0.02%
1,443
+129
615
$154K 0.02%
1,028
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616
$154K 0.02%
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617
$153K 0.02%
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$153K 0.02%
2,298
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619
$152K 0.02%
4,000
620
$151K 0.02%
2,884
+117
621
$151K 0.02%
1,289
-151
622
$151K 0.02%
5,811
623
$150K 0.02%
+5,214
624
$148K 0.02%
5,407
+3,298
625
$148K 0.02%
16,807
+4,014
23 24
25
26 27