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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$384K 0.01%
2,520
+220
827
$383K 0.01%
5,750
+292
828
$382K 0.01%
1,303
-2
829
$382K 0.01%
3,305
-249
830
$382K 0.01%
9,365
-1,960
831
$382K 0.01%
+4,866
832
$381K 0.01%
21,446
-2,790
833
$379K 0.01%
5,009
+719
834
$379K 0.01%
4,098
-400
835
$379K 0.01%
35,551
+1,250
836
$379K 0.01%
6,228
-9,720
837
$378K 0.01%
4,096
-3,035
838
$377K 0.01%
3,446
-13,538
839
$376K 0.01%
8,456
+168
840
$375K 0.01%
22,403
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841
$373K 0.01%
9,564
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842
$372K 0.01%
3,813
-61
843
$372K 0.01%
4,003
+1,089
844
$371K 0.01%
14,225
845
$371K 0.01%
1,415
+133
846
$371K 0.01%
2,675
+340
847
$370K 0.01%
6,654
+90
848
$369K 0.01%
5,918
-54
849
$368K 0.01%
+11,283
850
$368K 0.01%
5,670
+1,071
32 33
34
35 36