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
1076
$41.1K 0.01%
+3,000
1077
$41.1K 0.01%
+951
1078
$41K 0.01%
+4,983
1079
$40.6K 0.01%
+1,849
1080
$40.4K 0.01%
+3,622
1081
$40.3K 0.01%
+433
1082
$40K 0.01%
+119
1083
$40K 0.01%
+922
1084
$39.9K 0.01%
+790
1085
$39.8K 0.01%
+3,554
1086
$38.9K 0.01%
+641
1087
$38.8K 0.01%
+33
1088
$38.8K 0.01%
+1,350
1089
$38.6K 0.01%
+802
1090
$38.6K 0.01%
+887
1091
$38.5K 0.01%
+625
1092
$38.3K 0.01%
+3,750
1093
$38.3K 0.01%
+1,400
1094
$38.1K 0.01%
+920
1095
$38K 0.01%
+760
1096
$37.9K 0.01%
+691
1097
$37.9K 0.01%
+3,275
1098
$37.8K 0.01%
+1,351
1099
$37.6K 0.01%
+300
1100
$37.6K 0.01%
+822
42 43
44
45 46