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
1026
$48.3K 0.01%
+2,041
1027
$48.2K 0.01%
1,470
1028
$48.2K 0.01%
1,264
+5
1029
$48.2K 0.01%
1,484
-143
1030
$48.1K 0.01%
10,533
-308
1031
$48.1K 0.01%
1,512
-63
1032
$48.1K 0.01%
2,516
-150
1033
$48K 0.01%
3,967
+566
1034
$48K 0.01%
1,532
+178
1035
$48K 0.01%
20,064
-4,596
1036
$47.9K 0.01%
850
1037
$47.7K 0.01%
1,100
1038
$47.7K 0.01%
2,715
-5
1039
$47.7K 0.01%
435
+422
1040
$47.5K 0.01%
2,156
1041
$47.4K 0.01%
805
+11
1042
$47.2K 0.01%
+800
1043
$47.1K 0.01%
1,928
+228
1044
$47.1K 0.01%
2,500
1045
$47.1K 0.01%
2,163
1046
$47K 0.01%
2,206
1047
$46.9K 0.01%
443
1048
$46.9K 0.01%
891
+691
1049
$46.9K 0.01%
1,200
1050
$46.7K 0.01%
779
+138
40 41
42
43 44