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
1001
$52.1K 0.01%
2,900
-464
1002
$51.9K 0.01%
3,900
1003
$51.9K 0.01%
+2,000
1004
$51.7K 0.01%
2,644
1005
$51.3K 0.01%
1,004
+23
1006
$51.3K 0.01%
4,992
+6
1007
$51.1K 0.01%
1,238
+100
1008
$51.1K 0.01%
3,914
1009
$51.1K 0.01%
2,022
+1
1010
$51.1K 0.01%
1,352
+1,088
1011
$50.9K 0.01%
219
+5
1012
$50.6K 0.01%
750
-20,994
1013
$50.6K 0.01%
2,725
+10
1014
$50.6K 0.01%
817
+1
1015
$50.5K 0.01%
1,475
-260
1016
$50.5K 0.01%
+143
1017
$50.4K 0.01%
7,678
+1,305
1018
$50K 0.01%
4,000
1019
$49.9K 0.01%
719
-1,408
1020
$49.7K 0.01%
1,040
1021
$49.6K 0.01%
1,157
-187
1022
$49.1K 0.01%
7,665
+70
1023
$49K 0.01%
3,450
-6,259
1024
$48.3K 0.01%
4,064
+834
1025
$48.3K 0.01%
793
+22
39 40
41
42 43