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
901
$68K 0.01%
3,107
+873
902
$67.9K 0.01%
6,723
+3,101
903
$67.9K 0.01%
+2,274
904
$67.7K 0.01%
1,314
+606
905
$67.6K 0.01%
1,301
+34
906
$67.5K 0.01%
424
+24
907
$67.3K 0.01%
3,275
+500
908
$67.3K 0.01%
928
-74
909
$67.2K 0.01%
775
910
$67.2K 0.01%
+1,422
911
$66.6K 0.01%
1,170
+1,010
912
$66.6K 0.01%
+1,671
913
$66.6K 0.01%
4,194
-118
914
$66.2K 0.01%
1,685
-355
915
$66.2K 0.01%
4,733
+360
916
$65.6K 0.01%
1,112
+50
917
$65.6K 0.01%
2,573
+481
918
$65.6K 0.01%
2,675
919
$65.5K 0.01%
5,900
-973
920
$65.2K 0.01%
2,806
+549
921
$65K 0.01%
1,980
922
$64.5K 0.01%
1,144
-33
923
$64.3K 0.01%
1,760
-450
924
$64K 0.01%
369
+271
925
$63.5K 0.01%
685
+94
35 36
37
38 39