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
876
$349K 0.01%
6,664
+950
877
$348K 0.01%
5,820
+324
878
$348K 0.01%
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+220
879
$348K 0.01%
3,370
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880
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2,638
-5,696
881
$346K 0.01%
4,156
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882
$344K 0.01%
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883
$343K 0.01%
7,441
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884
$343K 0.01%
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885
$342K 0.01%
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886
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2,020
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$342K 0.01%
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$341K 0.01%
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9,324
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890
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891
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$333K 0.01%
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894
$332K 0.01%
772
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895
$331K 0.01%
1,268
-169
896
$330K 0.01%
16,770
897
$328K 0.01%
4,102
-565
898
$327K 0.01%
8,940
+5,636
899
$327K 0.01%
12,420
+300
900
$326K 0.01%
1,690
+21
34 35
36
37 38