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
651
$129K 0.02%
+3,778
652
$129K 0.02%
+3,913
653
$129K 0.02%
+855
654
$128K 0.02%
+4,167
655
$127K 0.02%
+2,075
656
$126K 0.02%
+2,492
657
$126K 0.02%
+8,304
658
$125K 0.02%
+1,989
659
$124K 0.02%
+6,960
660
$124K 0.02%
+3,063
661
$123K 0.02%
+5,145
662
$122K 0.02%
+1,784
663
$122K 0.02%
+1,682
664
$120K 0.02%
+1,694
665
$120K 0.02%
+4,037
666
$120K 0.02%
+3,740
667
$120K 0.02%
+1,172
668
$119K 0.02%
+4,200
669
$119K 0.02%
+2,156
670
$119K 0.02%
+2,730
671
$119K 0.02%
+5,668
672
$118K 0.02%
+3,354
673
$118K 0.02%
+4,830
674
$118K 0.02%
+4,750
675
$118K 0.02%
+8,836
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