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
976
$51.8K 0.01%
+566
977
$51.7K 0.01%
+1,200
978
$51.6K 0.01%
+2,720
979
$51.6K 0.01%
+981
980
$51.4K 0.01%
+1,627
981
$51.4K 0.01%
+2,206
982
$51.1K 0.01%
+3,914
983
$51.1K 0.01%
+2,021
984
$50.9K 0.01%
+1,575
985
$50.7K 0.01%
+2,100
986
$50.7K 0.01%
+7,595
987
$50.7K 0.01%
+5,550
988
$50.7K 0.01%
+1,040
989
$50.5K 0.01%
+2,163
990
$50.4K 0.01%
+400
991
$50.4K 0.01%
+689
992
$50.2K 0.01%
+2,365
993
$50K 0.01%
+7,416
994
$49.9K 0.01%
+4,986
995
$49.8K 0.01%
+720
996
$49.7K 0.01%
+391
997
$49.7K 0.01%
+2,952
998
$49.6K 0.01%
+1,354
999
$49.3K 0.01%
+1,262
1000
$49.1K 0.01%
+3,100
38 39
40
41 42