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
851
$77.1K 0.01%
858
+28
852
$77K 0.01%
765
-15
853
$76.9K 0.01%
2,150
854
$76.9K 0.01%
9,979
855
$76.9K 0.01%
274
856
$76.8K 0.01%
1,408
-11
857
$76.7K 0.01%
1,783
+347
858
$76.6K 0.01%
3,863
-599
859
$76.4K 0.01%
5,600
860
$75.5K 0.01%
2,623
861
$75.3K 0.01%
2,862
862
$74.6K 0.01%
1,520
863
$74.6K 0.01%
1,155
+567
864
$74.4K 0.01%
1,783
+450
865
$74.2K 0.01%
1,035
866
$74.1K 0.01%
575
867
$74.1K 0.01%
2,517
+1,128
868
$74.1K 0.01%
1,941
+12
869
$73.9K 0.01%
2,514
+2,114
870
$73.9K 0.01%
662
+17
871
$73.9K 0.01%
979
+487
872
$73.5K 0.01%
4,692
+219
873
$73.4K 0.01%
4,090
+110
874
$73.4K 0.01%
5,455
-292
875
$73K 0.01%
1,011
-466
33 34
35
36 37