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
951
$58.4K 0.01%
2,305
952
$58.4K 0.01%
532
-137
953
$58.3K 0.01%
1,697
-3,571
954
$58.1K 0.01%
2,561
955
$58K 0.01%
640
+315
956
$57.6K 0.01%
3,100
957
$57.5K 0.01%
6,270
+597
958
$57.4K 0.01%
7,223
+2,240
959
$57.1K 0.01%
2,224
+1,922
960
$57.1K 0.01%
2,700
+939
961
$56.5K 0.01%
2,468
+5
962
$56.5K 0.01%
+1,136
963
$56.3K 0.01%
5,036
964
$56.2K 0.01%
1,161
-500
965
$56.1K 0.01%
1,637
966
$55.9K 0.01%
1,353
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967
$55.8K 0.01%
3,725
+625
968
$55.8K 0.01%
1,172
969
$55.6K 0.01%
1,047
-871
970
$55.6K 0.01%
2,742
+518
971
$55.5K 0.01%
1,362
+80
972
$55.5K 0.01%
530
+479
973
$55.4K 0.01%
2,565
+36
974
$55.3K 0.01%
470
-407
975
$55.1K 0.01%
177
+58
37 38
39
40 41