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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$528K 0.02%
1,089
+43
677
$527K 0.02%
36,700
-300
678
$526K 0.02%
14,478
+2
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$525K 0.02%
3,454
+424
680
$524K 0.02%
5,074
+134
681
$523K 0.02%
+2,359
682
$521K 0.02%
37,350
+6,439
683
$521K 0.02%
12,988
-59
684
$519K 0.02%
10,472
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685
$519K 0.02%
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686
$517K 0.02%
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687
$515K 0.02%
5,658
-1,443
688
$515K 0.02%
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-65,247
689
$514K 0.02%
8,866
-1,890
690
$514K 0.02%
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$513K 0.02%
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692
$513K 0.02%
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693
$513K 0.02%
8,106
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694
$512K 0.02%
11,721
+5,105
695
$512K 0.02%
+11,163
696
$512K 0.02%
52,219
+1,515
697
$511K 0.02%
1,705
+120
698
$511K 0.02%
5,602
-630
699
$510K 0.02%
25,079
+19,417
700
$509K 0.02%
+8,200
26 27
28
29 30