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
901
$63K 0.01%
+1,289
902
$63K 0.01%
+4,312
903
$62.6K 0.01%
+1,666
904
$62.5K 0.01%
+1,033
905
$62.2K 0.01%
+2,083
906
$62.1K 0.01%
+3,364
907
$61.9K 0.01%
+1,980
908
$61.9K 0.01%
+265
909
$61.7K 0.01%
+5,781
910
$61.7K 0.01%
+4,125
911
$61.3K 0.01%
+802
912
$61.1K 0.01%
+429
913
$61K 0.01%
+1,145
914
$60.9K 0.01%
+1,930
915
$60.7K 0.01%
+1,333
916
$60.4K 0.01%
+475
917
$60.1K 0.01%
+1,062
918
$60K 0.01%
+816
919
$59.9K 0.01%
+2,109
920
$59.9K 0.01%
+423
921
$59.6K 0.01%
+5,036
922
$59K 0.01%
+400
923
$59K 0.01%
+214
924
$58.9K 0.01%
+2,257
925
$58.9K 0.01%
+1,935
35 36
37
38 39