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
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.39%
+234,354
52
$2.45M 0.39%
+26,662
53
$2.41M 0.38%
+21,134
54
$2.41M 0.38%
+52,444
55
$2.4M 0.38%
+18,785
56
$2.33M 0.37%
+24,070
57
$2.3M 0.36%
+27,761
58
$2.24M 0.35%
+25,654
59
$2.21M 0.35%
+22,449
60
$2.2M 0.35%
+31,571
61
$2.15M 0.34%
+29,635
62
$2.11M 0.33%
+40,508
63
$2.09M 0.33%
+36,793
64
$2.09M 0.33%
+54,704
65
$2.05M 0.32%
+14,706
66
$2.05M 0.32%
+190,818
67
$2.02M 0.32%
+9,142
68
$1.97M 0.31%
+37,620
69
$1.96M 0.31%
+17,786
70
$1.93M 0.3%
+36,560
71
$1.92M 0.3%
+24,271
72
$1.85M 0.29%
+22,149
73
$1.81M 0.29%
+29,792
74
$1.8M 0.28%
+47,295
75
$1.78M 0.28%
+16,304
1 2
3
4 5