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
726
$107K 0.02%
2,025
-375
727
$107K 0.02%
2,219
+623
728
$107K 0.02%
5,620
+17
729
$107K 0.02%
1,715
730
$106K 0.02%
365
-217
731
$106K 0.02%
1,975
732
$106K 0.02%
2,013
733
$106K 0.02%
12,087
+1,500
734
$105K 0.02%
1,703
+398
735
$104K 0.02%
1,248
+97
736
$104K 0.02%
2,018
+87
737
$104K 0.02%
50
738
$103K 0.02%
3,300
+300
739
$103K 0.02%
4,300
+2,200
740
$103K 0.02%
4,022
+2
741
$102K 0.02%
1,809
+415
742
$102K 0.02%
1,695
+13
743
$102K 0.02%
+1,002
744
$102K 0.02%
935
+51
745
$101K 0.02%
+7,762
746
$101K 0.02%
4,120
-2,228
747
$101K 0.02%
3,984
+7
748
$101K 0.02%
+2,500
749
$101K 0.02%
2,302
750
$101K 0.01%
5,392
+373
28 29
30
31 32