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
626
$148K 0.02%
4,850
627
$148K 0.02%
3,285
+3,085
628
$148K 0.02%
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-24
629
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630
$146K 0.02%
1,501
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631
$145K 0.02%
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633
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803
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635
$145K 0.02%
6,322
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636
$144K 0.02%
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637
$143K 0.02%
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3,140
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$143K 0.02%
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640
$143K 0.02%
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$142K 0.02%
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$140K 0.02%
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646
$140K 0.02%
8,340
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$140K 0.02%
542
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$139K 0.02%
2,316
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649
$138K 0.02%
7,462
-610
650
$138K 0.02%
3,927
-384
24 25
26
27 28