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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$230K 0.02%
1,735
+175
652
$229K 0.02%
1,608
+64
653
$229K 0.02%
2,631
+56
654
$229K 0.02%
766
+503
655
$229K 0.02%
12,368
656
$229K 0.02%
3,801
+518
657
$228K 0.02%
5,446
+5,207
658
$228K 0.02%
9,631
+417
659
$228K 0.02%
+2,013
660
$228K 0.02%
11,508
+1,716
661
$228K 0.02%
1,321
+757
662
$228K 0.02%
14,358
+4,794
663
$227K 0.02%
5,969
+80
664
$227K 0.02%
+8,800
665
$227K 0.02%
8,996
+1,073
666
$226K 0.02%
1,393
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667
$226K 0.02%
4,226
-406
668
$225K 0.02%
3,599
+2,687
669
$225K 0.02%
2,887
+1,938
670
$225K 0.02%
3,544
+138
671
$224K 0.02%
5,636
-693
672
$224K 0.02%
2,680
+61
673
$224K 0.02%
1,302
-309
674
$223K 0.02%
8,806
+7,292
675
$222K 0.02%
+1,901
25 26
27
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