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
876
$73K 0.01%
2,310
-125
877
$72.9K 0.01%
7,988
+625
878
$72.8K 0.01%
3,035
879
$72.7K 0.01%
2,077
-2,577
880
$72.3K 0.01%
349
+195
881
$72.3K 0.01%
378
+10
882
$72.3K 0.01%
1,349
+2
883
$71.9K 0.01%
645
-59
884
$71.5K 0.01%
941
-693
885
$71.5K 0.01%
+1,403
886
$71.2K 0.01%
319
-20
887
$70.9K 0.01%
6,900
-302
888
$70.6K 0.01%
3,135
-90
889
$70.4K 0.01%
2,518
-1,119
890
$70.2K 0.01%
2,070
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891
$70.1K 0.01%
1,078
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$70K 0.01%
1,200
893
$69.6K 0.01%
439
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894
$69K 0.01%
654
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895
$69K 0.01%
853
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896
$69K 0.01%
165
+10
897
$68.9K 0.01%
1,489
+200
898
$68.6K 0.01%
1,417
+179
899
$68.4K 0.01%
2,002
-50
900
$68.1K 0.01%
799
-86
34 35
36
37 38