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
776
$86.7K 0.01%
+6,512
777
$86.5K 0.01%
+3,224
778
$86.2K 0.01%
+9,979
779
$86.1K 0.01%
+346
780
$86.1K 0.01%
+3,425
781
$85.8K 0.01%
+2,283
782
$85.7K 0.01%
+4,473
783
$85.2K 0.01%
+2,258
784
$85.1K 0.01%
+2,800
785
$85.1K 0.01%
+1,922
786
$85K 0.01%
+885
787
$84.9K 0.01%
+2,849
788
$83.7K 0.01%
+3,378
789
$83.6K 0.01%
+12,100
790
$83.2K 0.01%
+4,373
791
$82.8K 0.01%
+1,214
792
$82.4K 0.01%
+3,200
793
$81.5K 0.01%
+463
794
$81.5K 0.01%
+1,219
795
$81K 0.01%
+968
796
$81K 0.01%
+2,210
797
$80.9K 0.01%
+641
798
$80.7K 0.01%
+2,596
799
$80.6K 0.01%
+1,316
800
$80.6K 0.01%
+2,714
30 31
32
33 34