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
1051
$43.8K 0.01%
+400
1052
$43.7K 0.01%
+3,038
1053
$43.7K 0.01%
+414
1054
$43.7K 0.01%
+176
1055
$43.4K 0.01%
+771
1056
$43.4K 0.01%
+1,001
1057
$43.2K 0.01%
+433
1058
$43.2K 0.01%
+7,570
1059
$43.2K 0.01%
+1,176
1060
$43.1K 0.01%
+1,070
1061
$42.9K 0.01%
+2,000
1062
$42.7K 0.01%
+3,139
1063
$42.6K 0.01%
+1,049
1064
$42.6K 0.01%
+876
1065
$42.5K 0.01%
+623
1066
$42.4K 0.01%
+1,389
1067
$42.3K 0.01%
+1,027
1068
$42.1K 0.01%
+1,998
1069
$42.1K 0.01%
+1,400
1070
$42K 0.01%
+256
1071
$41.8K 0.01%
+1,409
1072
$41.6K 0.01%
+1,286
1073
$41.4K 0.01%
+1,332
1074
$41.2K 0.01%
+3,230
1075
$41.1K 0.01%
+1,678
41 42
43
44 45