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
901
$324K 0.01%
8,675
-1,125
902
$323K 0.01%
5,946
-1,058
903
$323K 0.01%
6,500
+1,262
904
$321K 0.01%
6,654
+334
905
$319K 0.01%
23,508
906
$318K 0.01%
3,163
-12
907
$318K 0.01%
7,449
+420
908
$317K 0.01%
11,571
+252
909
$316K 0.01%
17,025
-2,520
910
$316K 0.01%
890
+50
911
$316K 0.01%
10,552
+2,942
912
$316K 0.01%
5,124
+1,809
913
$316K 0.01%
6,874
+20
914
$315K 0.01%
3,932
+1,224
915
$313K 0.01%
13,752
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916
$312K 0.01%
11,770
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917
$312K 0.01%
2,721
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918
$312K 0.01%
801
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919
$311K 0.01%
19,900
+15,767
920
$310K 0.01%
4,455
-1,181
921
$309K 0.01%
11,376
-646
922
$309K 0.01%
130
-19
923
$309K 0.01%
28,547
924
$308K 0.01%
3,379
-70
925
$308K 0.01%
4,304
35 36
37
38 39