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
651
$138K 0.02%
4,875
-535
652
$138K 0.02%
3,446
-95
653
$137K 0.02%
1,578
-384
654
$137K 0.02%
5,973
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655
$136K 0.02%
3,885
-301
656
$136K 0.02%
781
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657
$136K 0.02%
3,058
-2,565
658
$135K 0.02%
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659
$135K 0.02%
7,338
+1,670
660
$134K 0.02%
15,051
-44
661
$132K 0.02%
2,076
+1
662
$132K 0.02%
2,100
-1,222
663
$132K 0.02%
3,572
+3,269
664
$131K 0.02%
4,380
+1,784
665
$131K 0.02%
4,710
666
$130K 0.02%
2,060
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667
$130K 0.02%
755
668
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4,380
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669
$128K 0.02%
4,531
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670
$128K 0.02%
4,688
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671
$127K 0.02%
4,091
+178
672
$127K 0.02%
2,034
+11
673
$127K 0.02%
2,390
+1,245
674
$126K 0.02%
3,458
-320
675
$126K 0.02%
2,867
+2,222
25 26
27
28 29