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
826
$81.7K 0.01%
3,325
-100
827
$81.5K 0.01%
1,550
-250
828
$81.2K 0.01%
775
829
$81.1K 0.01%
641
830
$80.8K 0.01%
12,100
831
$80.5K 0.01%
+1,230
832
$80.3K 0.01%
2,555
-1,600
833
$79.9K 0.01%
3,200
834
$79.6K 0.01%
3,600
-911
835
$79.6K 0.01%
312
-34
836
$79.1K 0.01%
4,673
+877
837
$79.1K 0.01%
7,518
-226,836
838
$79K 0.01%
2,255
+905
839
$79K 0.01%
390
+225
840
$78.9K 0.01%
177
+167
841
$78.8K 0.01%
998
842
$78.4K 0.01%
1,808
843
$78.2K 0.01%
939
+611
844
$78K 0.01%
1,930
-40
845
$78K 0.01%
2,850
+1
846
$77.8K 0.01%
464
+7
847
$77.5K 0.01%
2,483
+320
848
$77.4K 0.01%
735
+478
849
$77.3K 0.01%
2,351
+883
850
$77.2K 0.01%
599
+585
32 33
34
35 36