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
751
$95.1K 0.02%
+1,586
752
$95K 0.02%
+999
753
$94K 0.01%
+741
754
$93.7K 0.01%
+3,072
755
$93.7K 0.01%
+3,023
756
$93.6K 0.01%
+3,407
757
$92.9K 0.01%
+4,600
758
$92.9K 0.01%
+884
759
$92.8K 0.01%
+457
760
$92.3K 0.01%
+470
761
$91.9K 0.01%
+1,559
762
$90.7K 0.01%
+3,845
763
$90K 0.01%
+2,361
764
$89.9K 0.01%
+412
765
$89.1K 0.01%
+780
766
$88.4K 0.01%
+1,000
767
$88.3K 0.01%
+4,857
768
$88.1K 0.01%
+9,600
769
$88.1K 0.01%
+1,486
770
$88.1K 0.01%
+1,800
771
$87.9K 0.01%
+4,864
772
$87.9K 0.01%
+4,004
773
$87.9K 0.01%
+1,393
774
$87.2K 0.01%
+1,347
775
$86.9K 0.01%
+50
29 30
31
32 33