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
751
$100K 0.01%
412
752
$100K 0.01%
2,888
+865
753
$100K 0.01%
1,714
+20
754
$98.8K 0.01%
880
755
$98.3K 0.01%
1,869
-300
756
$98.1K 0.01%
4,134
+910
757
$98K 0.01%
2,775
-75
758
$97.7K 0.01%
3,034
+11
759
$97.7K 0.01%
9,224
+6,819
760
$97.5K 0.01%
1,740
761
$97.1K 0.01%
3,538
-96
762
$96.9K 0.01%
883
+1
763
$96.4K 0.01%
2,364
+442
764
$96.3K 0.01%
10,000
765
$96.2K 0.01%
4,328
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$96.1K 0.01%
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$96K 0.01%
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768
$95.9K 0.01%
3,050
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769
$95.8K 0.01%
5,231
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$95.6K 0.01%
1,472
771
$95.5K 0.01%
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-500
772
$95.2K 0.01%
912
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773
$95.1K 0.01%
4,626
+1,164
774
$94.9K 0.01%
+5,700
775
$94.9K 0.01%
3,954
+547
29 30
31
32 33