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
701
$113K 0.02%
815
+352
702
$113K 0.02%
10,585
+5,210
703
$113K 0.02%
1,373
+365
704
$113K 0.02%
+1,650
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$113K 0.02%
1,875
-420
706
$112K 0.02%
3,404
-869
707
$112K 0.02%
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708
$112K 0.02%
692
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$111K 0.02%
6,526
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710
$111K 0.02%
2,394
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711
$111K 0.02%
501
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712
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8,836
713
$111K 0.02%
5,200
714
$111K 0.02%
+4,520
715
$110K 0.02%
2,368
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716
$110K 0.02%
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$109K 0.02%
6,218
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$109K 0.02%
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$109K 0.02%
4,956
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720
$109K 0.02%
789
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$109K 0.02%
824
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722
$108K 0.02%
1,784
+198
723
$108K 0.02%
1,738
+93
724
$108K 0.02%
2,920
725
$108K 0.02%
2,179
+69
27 28
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