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
1026
$46.4K 0.01%
+3,583
1027
$46.2K 0.01%
+2,666
1028
$46.1K 0.01%
+24,660
1029
$46K 0.01%
+1,997
1030
$46K 0.01%
+1,100
1031
$45.2K 0.01%
+856
1032
$45.1K 0.01%
+10,841
1033
$45K 0.01%
+336
1034
$45K 0.01%
+1,181
1035
$44.8K 0.01%
+1,102
1036
$44.8K 0.01%
+3,550
1037
$44.8K 0.01%
+3,062
1038
$44.7K 0.01%
+1,786
1039
$44.7K 0.01%
+884
1040
$44.7K 0.01%
+761
1041
$44.6K 0.01%
+4,311
1042
$44.6K 0.01%
+371
1043
$44.6K 0.01%
+661
1044
$44.5K 0.01%
+2,156
1045
$44.5K 0.01%
+3,032
1046
$44.4K 0.01%
+1,610
1047
$44.2K 0.01%
+567
1048
$44.1K 0.01%
+1,259
1049
$44K 0.01%
+720
1050
$43.8K 0.01%
+900
40 41
42
43 44