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
626
$141K 0.02%
+1,736
627
$140K 0.02%
+1,565
628
$139K 0.02%
+1,667
629
$139K 0.02%
+4,245
630
$139K 0.02%
+1,705
631
$139K 0.02%
+187
632
$138K 0.02%
+3,080
633
$137K 0.02%
+4,311
634
$136K 0.02%
+3,188
635
$135K 0.02%
+14,281
636
$135K 0.02%
+2,859
637
$134K 0.02%
+4,155
638
$133K 0.02%
+4,434
639
$133K 0.02%
+2,211
640
$133K 0.02%
+715
641
$133K 0.02%
+2,767
642
$132K 0.02%
+4,710
643
$132K 0.02%
+2,023
644
$131K 0.02%
+1,176
645
$131K 0.02%
+1,765
646
$131K 0.02%
+755
647
$130K 0.02%
+2,295
648
$130K 0.02%
+1,595
649
$130K 0.02%
+7,880
650
$130K 0.02%
+8,800
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