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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$457K 0.02%
14,488
+3,243
752
$455K 0.02%
3,615
+217
753
$454K 0.02%
10,542
-197
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$453K 0.02%
15,986
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755
$452K 0.02%
58,715
+2,187
756
$451K 0.02%
3,931
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757
$450K 0.02%
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758
$446K 0.02%
40,000
759
$445K 0.02%
21,047
+2,059
760
$445K 0.02%
20,658
-7,324
761
$443K 0.02%
4,110
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762
$441K 0.02%
2,523
+906
763
$440K 0.02%
29,066
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764
$437K 0.02%
16,342
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765
$433K 0.02%
27,716
-7,703
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$431K 0.02%
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$431K 0.02%
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769
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$429K 0.02%
8,056
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771
$426K 0.02%
3,439
+181
772
$426K 0.02%
8,004
+344
773
$425K 0.02%
7,490
-661
774
$424K 0.02%
9,583
-244
775
$424K 0.02%
4,977
-661
29 30
31
32 33