APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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
+$2.56M
2
+$2.56M
3
+$2.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.03M

Top Sells

1
+$2.47M
2
+$1.43M
3
+$1.42M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M

Sector Composition

1 Technology 9.1%
2 Financials 5.98%
3 Healthcare 4.72%
4 Communication Services 4.5%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$54.6K 0.01%
393
-3
977
$54.6K 0.01%
8,615
+2,624
978
$54.5K 0.01%
2,717
979
$54.3K 0.01%
2,667
+271
980
$54.1K 0.01%
1,790
-145
981
$53.9K 0.01%
5,364
-21,793
982
$53.8K 0.01%
2,278
+600
983
$53.8K 0.01%
2,365
984
$53.8K 0.01%
9,650
985
$53.4K 0.01%
375
+157
986
$53.3K 0.01%
1,345
+83
987
$53.3K 0.01%
637
+4
988
$53.3K 0.01%
1,224
+12
989
$53.3K 0.01%
545
-3,257
990
$52.9K 0.01%
578
-12
991
$52.9K 0.01%
1,854
+54
992
$52.6K 0.01%
3,784
-11,631
993
$52.6K 0.01%
966
-12
994
$52.5K 0.01%
1,988
+1,586
995
$52.4K 0.01%
1,989
-726
996
$52.3K 0.01%
3,333
-1,488
997
$52.2K 0.01%
4,018
-800
998
$52.2K 0.01%
4,140
+15
999
$52.2K 0.01%
959
-1,700
1000
$52.1K 0.01%
2,900
-464
38 39
40
41 42