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
926
$308K 0.01%
10,092
+7,755
927
$308K 0.01%
11,035
+4,561
928
$307K 0.01%
7,073
-1,342
929
$307K 0.01%
6,433
+153
930
$307K 0.01%
3,356
-207
931
$305K 0.01%
1,551
+88
932
$305K 0.01%
6,492
-3,504
933
$303K 0.01%
9,084
+1,023
934
$303K 0.01%
5,369
-46
935
$301K 0.01%
4,138
-377
936
$301K 0.01%
10,295
+95
937
$301K 0.01%
1,916
+123
938
$300K 0.01%
+7,305
939
$299K 0.01%
3,377
-260
940
$298K 0.01%
5,714
+382
941
$298K 0.01%
+3,730
942
$298K 0.01%
17,419
943
$298K 0.01%
409
+24
944
$297K 0.01%
11,512
+404
945
$297K 0.01%
11,432
+853
946
$296K 0.01%
14,567
+1,458
947
$296K 0.01%
1,547
+124
948
$296K 0.01%
1,924
+94
949
$295K 0.01%
7,642
-50
950
$294K 0.01%
24,124
+1,408
36 37
38
39 40