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
1076
$44K 0.01%
1,274
+98
1077
$43.9K 0.01%
1,997
1078
$43.7K 0.01%
423
-10
1079
$43.5K 0.01%
856
1080
$43.2K 0.01%
1,608
+881
1081
$43.2K 0.01%
1,401
+1
1082
$43.2K 0.01%
+700
1083
$43.2K 0.01%
4,311
1084
$43K 0.01%
2,103
1085
$42.9K 0.01%
3,062
1086
$42.9K 0.01%
500
-2,260
1087
$42.8K 0.01%
1,440
-643
1088
$42.8K 0.01%
+363
1089
$42.7K 0.01%
623
1090
$42.7K 0.01%
2,056
+1,021
1091
$42.7K 0.01%
500
1092
$42.6K 0.01%
2,022
+1,014
1093
$42.5K 0.01%
306
-123
1094
$42.5K 0.01%
720
1095
$42.3K 0.01%
1,499
-893
1096
$42.1K 0.01%
6,754
-662
1097
$42.1K 0.01%
675
+103
1098
$42.1K 0.01%
2,021
+1,021
1099
$42K 0.01%
2,000
1100
$41.8K 0.01%
951
42 43
44
45 46