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
1026
$48.2K 0.01%
1,470
1027
$48.2K 0.01%
1,264
+5
1028
$48.2K 0.01%
1,484
-143
1029
$48.1K 0.01%
10,533
-308
1030
$48.1K 0.01%
1,512
-63
1031
$48.1K 0.01%
2,516
-150
1032
$48K 0.01%
3,967
+566
1033
$48K 0.01%
1,532
+178
1034
$48K 0.01%
20,064
-4,596
1035
$47.9K 0.01%
850
1036
$47.7K 0.01%
1,100
1037
$47.7K 0.01%
2,715
-5
1038
$47.7K 0.01%
435
+422
1039
$47.5K 0.01%
2,156
1040
$47.4K 0.01%
805
+11
1041
$47.2K 0.01%
+800
1042
$47.1K 0.01%
1,928
+228
1043
$47.1K 0.01%
2,500
1044
$47.1K 0.01%
2,163
1045
$47K 0.01%
2,206
1046
$46.9K 0.01%
443
1047
$46.9K 0.01%
891
+691
1048
$46.9K 0.01%
1,200
1049
$46.7K 0.01%
779
+138
1050
$46.2K 0.01%
3,706
+505
40 41
42
43 44