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
801
$88.4K 0.01%
968
+254
802
$88.4K 0.01%
1,232
+842
803
$88.3K 0.01%
+7,661
804
$88.3K 0.01%
767
-88
805
$87K 0.01%
2,462
+460
806
$86.6K 0.01%
2,391
+2,200
807
$85.9K 0.01%
8,026
+260
808
$85.4K 0.01%
+3,500
809
$85.3K 0.01%
3,970
-67
810
$85.1K 0.01%
898
+201
811
$85.1K 0.01%
755
-572
812
$85K 0.01%
7,911
-1,200
813
$85K 0.01%
+8,000
814
$84.8K 0.01%
1,366
-193
815
$84.8K 0.01%
1,334
+18
816
$84.8K 0.01%
2,718
+1,309
817
$84.7K 0.01%
1,800
818
$84.6K 0.01%
2,796
819
$84.4K 0.01%
+5,812
820
$83.7K 0.01%
1,522
+30
821
$83.1K 0.01%
1,289
+70
822
$82.8K 0.01%
308
+132
823
$82.7K 0.01%
1,000
824
$82.6K 0.01%
2,227
-487
825
$82.5K 0.01%
6,512
31 32
33
34 35