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
976
$54.9K 0.01%
1,531
+482
977
$54.6K 0.01%
393
-3
978
$54.6K 0.01%
8,615
+2,624
979
$54.5K 0.01%
2,717
980
$54.3K 0.01%
2,667
+271
981
$54.1K 0.01%
1,790
-145
982
$53.9K 0.01%
5,364
-21,793
983
$53.8K 0.01%
2,278
+600
984
$53.8K 0.01%
2,365
985
$53.8K 0.01%
9,650
986
$53.4K 0.01%
375
+157
987
$53.3K 0.01%
1,345
+83
988
$53.3K 0.01%
637
+4
989
$53.3K 0.01%
1,224
+12
990
$53.3K 0.01%
545
-3,257
991
$52.9K 0.01%
578
-12
992
$52.9K 0.01%
1,854
+54
993
$52.6K 0.01%
3,784
-11,631
994
$52.6K 0.01%
966
-12
995
$52.5K 0.01%
1,988
+1,586
996
$52.4K 0.01%
1,989
-726
997
$52.3K 0.01%
3,333
-1,488
998
$52.2K 0.01%
4,018
-800
999
$52.2K 0.01%
4,140
+15
1000
$52.2K 0.01%
959
-1,700
38 39
40
41 42