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
951
$54.9K 0.01%
+1,735
952
$54.9K 0.01%
+2,234
953
$54.6K 0.01%
+4,821
954
$54.5K 0.01%
+1,800
955
$54.3K 0.01%
+2,590
956
$54.2K 0.01%
+585
957
$54.1K 0.01%
+2,040
958
$53.9K 0.01%
+590
959
$53.9K 0.01%
+808
960
$53.9K 0.01%
+1,424
961
$53.8K 0.01%
+1,212
962
$53.7K 0.01%
+396
963
$53.7K 0.01%
+670
964
$53.3K 0.01%
+2,644
965
$53.1K 0.01%
+578
966
$53.1K 0.01%
+2,396
967
$53K 0.01%
+1,350
968
$53K 0.01%
+2,561
969
$52.7K 0.01%
+505
970
$52.6K 0.01%
+4,000
971
$52.6K 0.01%
+1,616
972
$52.4K 0.01%
+792
973
$52.4K 0.01%
+1,001
974
$52.3K 0.01%
+1,607
975
$51.9K 0.01%
+443
37 38
39
40 41