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
776
$94.8K 0.01%
2,448
+87
777
$94.4K 0.01%
612
-353
778
$94.4K 0.01%
4,700
+100
779
$94.1K 0.01%
1,215
-167
780
$93.5K 0.01%
6,159
-561
781
$93.1K 0.01%
764
+23
782
$92.9K 0.01%
283
-37
783
$92.7K 0.01%
1,916
-73
784
$92.3K 0.01%
6,611
785
$91.8K 0.01%
3,600
+3,100
786
$91.7K 0.01%
503
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787
$91.7K 0.01%
3,586
+663
788
$91.5K 0.01%
2,730
-3,594
789
$91K 0.01%
1,177
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$90.9K 0.01%
1,426
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$90.5K 0.01%
2,050
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$90.5K 0.01%
2,999
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793
$90K 0.01%
558
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794
$90K 0.01%
1,414
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795
$89.7K 0.01%
+4,690
796
$89.5K 0.01%
2,607
-114
797
$89.3K 0.01%
899
-167
798
$89.1K 0.01%
9,600
799
$89.1K 0.01%
1,462
+429
800
$88.7K 0.01%
1,468
+500
30 31
32
33 34