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
676
$124K 0.02%
4,007
-160
677
$124K 0.02%
1,178
-116
678
$124K 0.02%
3,740
679
$124K 0.02%
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-483
680
$123K 0.02%
3,010
-178
681
$123K 0.02%
+3,728
682
$121K 0.02%
3,061
-610
683
$121K 0.02%
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+162
684
$121K 0.02%
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685
$120K 0.02%
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-544
686
$119K 0.02%
4,373
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687
$119K 0.02%
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688
$119K 0.02%
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689
$119K 0.02%
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690
$118K 0.02%
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-3,000
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$118K 0.02%
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$118K 0.02%
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693
$116K 0.02%
+8,041
694
$116K 0.02%
2,492
695
$116K 0.02%
2,581
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696
$115K 0.02%
2,356
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697
$115K 0.02%
211
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698
$114K 0.02%
6,959
-1
699
$114K 0.02%
2,555
+1,778
700
$114K 0.02%
1,036
-140
26 27
28
29 30