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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$230K 0.01%
6,472
-4,834
1052
$230K 0.01%
1,869
+241
1053
$229K 0.01%
10,549
+4,921
1054
$227K 0.01%
821
+375
1055
$227K 0.01%
1,135
+63
1056
$226K 0.01%
678
-16
1057
$226K 0.01%
7,086
-322
1058
$226K 0.01%
1,480
1059
$225K 0.01%
2,314
-31
1060
$225K 0.01%
1,849
-125
1061
$225K 0.01%
15,911
+2,424
1062
$224K 0.01%
1,236
-2,152
1063
$224K 0.01%
8,656
+41
1064
$223K 0.01%
7,119
-1,089
1065
$222K 0.01%
2,990
+279
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$221K 0.01%
3,313
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1067
$221K 0.01%
6,101
-981
1068
$220K 0.01%
5,047
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1069
$220K 0.01%
2,150
+141
1070
$219K 0.01%
2,435
1071
$218K 0.01%
6,934
+789
1072
$218K 0.01%
3,963
+1,873
1073
$217K 0.01%
8,858
+3,599
1074
$217K 0.01%
6,489
+76
1075
$217K 0.01%
475
41 42
43
44 45