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
926
$63.5K 0.01%
661
-511
927
$63.4K 0.01%
3,021
+1,023
928
$63.2K 0.01%
1,097
+797
929
$63.1K 0.01%
4,351
+646
930
$63.1K 0.01%
484
+93
931
$63K 0.01%
1,051
+786
932
$62.1K 0.01%
2,370
933
$62K 0.01%
2,800
934
$62K 0.01%
+853
935
$61.9K 0.01%
1,198
+197
936
$61.9K 0.01%
2,791
+538
937
$61.3K 0.01%
1,975
+1,591
938
$61.2K 0.01%
6,181
+400
939
$60.7K 0.01%
3,754
+3,529
940
$60.5K 0.01%
2,748
+50
941
$60.1K 0.01%
5,195
+500
942
$60.1K 0.01%
1,300
943
$60.1K 0.01%
811
+9
944
$59.6K 0.01%
2,591
+1
945
$59.5K 0.01%
2,311
+1,311
946
$59.5K 0.01%
1,704
947
$59.1K 0.01%
632
+199
948
$59K 0.01%
1,494
+209
949
$58.8K 0.01%
747
+291
950
$58.8K 0.01%
419
+83
36 37
38
39 40