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
926
$58.7K 0.01%
+1,238
927
$58.5K 0.01%
+4,600
928
$58.4K 0.01%
+2,717
929
$58.2K 0.01%
+978
930
$57.8K 0.01%
+1,300
931
$57.7K 0.01%
+633
932
$57.7K 0.01%
+1,929
933
$57.5K 0.01%
+368
934
$57.5K 0.01%
+3,100
935
$57.5K 0.01%
+1,704
936
$57.2K 0.01%
+4,695
937
$57.2K 0.01%
+3,705
938
$56.9K 0.01%
+1,172
939
$56.7K 0.01%
+1,637
940
$56.6K 0.01%
+9,650
941
$56.6K 0.01%
+2,715
942
$56.3K 0.01%
+1,015
943
$56.2K 0.01%
+1,285
944
$56.1K 0.01%
+2,529
945
$55.6K 0.01%
+3,900
946
$55.4K 0.01%
+1,468
947
$55.3K 0.01%
+758
948
$55K 0.01%
+2,463
949
$55K 0.01%
+2,665
950
$54.9K 0.01%
+2,253
36 37
38
39 40