APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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
+$2.56M
2
+$2.56M
3
+$2.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.03M

Top Sells

1
+$2.47M
2
+$1.43M
3
+$1.42M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M

Sector Composition

1 Technology 9.1%
2 Financials 5.98%
3 Healthcare 4.72%
4 Communication Services 4.5%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$100K 0.01%
2,888
+865
752
$100K 0.01%
1,714
+20
753
$98.8K 0.01%
880
754
$98.3K 0.01%
1,869
-300
755
$98.1K 0.01%
4,134
+910
756
$98K 0.01%
2,775
-75
757
$97.7K 0.01%
3,034
+11
758
$97.7K 0.01%
9,224
+6,819
759
$97.5K 0.01%
1,740
760
$97.1K 0.01%
3,538
-96
761
$96.9K 0.01%
883
+1
762
$96.4K 0.01%
2,364
+442
763
$96.3K 0.01%
10,000
764
$96.2K 0.01%
4,328
+728
765
$96.1K 0.01%
1,446
+4
766
$96K 0.01%
18,350
767
$95.9K 0.01%
3,050
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768
$95.8K 0.01%
5,231
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769
$95.6K 0.01%
1,472
770
$95.5K 0.01%
5,429
-500
771
$95.2K 0.01%
912
+43
772
$95.1K 0.01%
4,626
+1,164
773
$94.9K 0.01%
+5,700
774
$94.9K 0.01%
3,954
+547
775
$94.8K 0.01%
2,448
+87
29 30
31
32 33