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
851
$72.7K 0.01%
+2,023
852
$72.6K 0.01%
+2,722
853
$72.5K 0.01%
+353
854
$72.4K 0.01%
+704
855
$72K 0.01%
+1,579
856
$71.8K 0.01%
+3,777
857
$71.5K 0.01%
+3,980
858
$71.5K 0.01%
+1,015
859
$71.2K 0.01%
+5,673
860
$71K 0.01%
+1,200
861
$71K 0.01%
+274
862
$70.4K 0.01%
+669
863
$70.2K 0.01%
+155
864
$70.1K 0.01%
+3,796
865
$69.5K 0.01%
+2,923
866
$69.1K 0.01%
+1,565
867
$69.1K 0.01%
+7,363
868
$68.9K 0.01%
+1,436
869
$68.9K 0.01%
+4,850
870
$68.8K 0.01%
+3,654
871
$68.8K 0.01%
+2,305
872
$68.5K 0.01%
+2,570
873
$68.5K 0.01%
+1,059
874
$68.4K 0.01%
+1,344
875
$68.4K 0.01%
+714
33 34
35
36 37