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
51
$2.64M 0.39%
42,441
+2,475
52
$2.63M 0.39%
25,209
+388
53
$2.62M 0.39%
23,960
+206
54
$2.6M 0.39%
7,944
+3,137
55
$2.58M 0.38%
22,653
+1,770
56
$2.55M 0.38%
21,755
+932
57
$2.45M 0.36%
12,277
-1,728
58
$2.37M 0.35%
49,078
+32,918
59
$2.35M 0.35%
18,363
+3,657
60
$2.31M 0.34%
17,004
-6,719
61
$2.3M 0.34%
216,078
+25,260
62
$2.27M 0.34%
26,750
+1,096
63
$2.25M 0.33%
28,341
+1,679
64
$2.23M 0.33%
12,523
+3,310
65
$2.19M 0.33%
31,493
-78
66
$2.13M 0.32%
69,272
+68,807
67
$2.09M 0.31%
40,516
+8
68
$2.07M 0.31%
19,283
+2,979
69
$2.05M 0.31%
18,810
-3,025
70
$2.04M 0.3%
69,140
+9,000
71
$2.02M 0.3%
21,246
-1,203
72
$1.97M 0.29%
26,090
-1,671
73
$1.95M 0.29%
39,935
+7,394
74
$1.94M 0.29%
74,742
+18,141
75
$1.93M 0.29%
29,531
-104
1 2
3
4 5