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
801
$80.6K 0.01%
+1,540
802
$80.4K 0.01%
+575
803
$80.3K 0.01%
+611
804
$80.1K 0.01%
+3,600
805
$79.6K 0.01%
+1,634
806
$79.5K 0.01%
+3,637
807
$79.4K 0.01%
+5,747
808
$79.4K 0.01%
+339
809
$79.4K 0.01%
+7,766
810
$79.2K 0.01%
+1,394
811
$78.9K 0.01%
+830
812
$78.4K 0.01%
+1,808
813
$78.3K 0.01%
+1,419
814
$78.3K 0.01%
+2,163
815
$78K 0.01%
+2,462
816
$77.8K 0.01%
+7,202
817
$77.7K 0.01%
+1,520
818
$77.6K 0.01%
+365
819
$77.3K 0.01%
+1,596
820
$77.3K 0.01%
+947
821
$77.2K 0.01%
+3,225
822
$77.1K 0.01%
+2,862
823
$77K 0.01%
+2,000
824
$76.9K 0.01%
+6,873
825
$76.6K 0.01%
+5,600
31 32
33
34 35