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
76
$1.91M 0.28%
8,926
-216
77
$1.84M 0.27%
35,500
-1,060
78
$1.82M 0.27%
59,843
+12,168
79
$1.81M 0.27%
26,047
+3,198
80
$1.81M 0.27%
48,190
+895
81
$1.8M 0.27%
34,255
-2,538
82
$1.75M 0.26%
14,504
+1,900
83
$1.71M 0.26%
32,715
+2,923
84
$1.68M 0.25%
103,038
+47,247
85
$1.66M 0.25%
16,561
+1,789
86
$1.63M 0.24%
31,214
+3,419
87
$1.62M 0.24%
54,363
+148
88
$1.59M 0.24%
63,838
+5,052
89
$1.57M 0.23%
15,804
+702
90
$1.56M 0.23%
10,637
+832
91
$1.55M 0.23%
15,688
+2,534
92
$1.51M 0.22%
59,346
+6,327
93
$1.5M 0.22%
28,807
-54
94
$1.49M 0.22%
15,780
-8,290
95
$1.49M 0.22%
35,002
-4,890
96
$1.48M 0.22%
18,391
+877
97
$1.47M 0.22%
27,358
+1,154
98
$1.47M 0.22%
33,795
+1,637
99
$1.46M 0.22%
40,014
+791
100
$1.46M 0.22%
14,408
+1,544
2 3
4
5 6