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
1101
$37.5K 0.01%
+584
1102
$37.5K 0.01%
+708
1103
$37.4K 0.01%
+494
1104
$37.1K 0.01%
+1,761
1105
$37.1K 0.01%
+775
1106
$37.1K 0.01%
+2,724
1107
$37.1K 0.01%
+1,445
1108
$37.1K 0.01%
+310
1109
$36.9K 0.01%
+3,000
1110
$36.9K 0.01%
+492
1111
$36.8K 0.01%
+1,700
1112
$36.7K 0.01%
+301
1113
$36.6K 0.01%
+1,760
1114
$36.5K 0.01%
+1,035
1115
$36.4K 0.01%
+456
1116
$36.4K 0.01%
+588
1117
$36.3K 0.01%
+725
1118
$36.3K 0.01%
+317
1119
$35.9K 0.01%
+3,201
1120
$35.9K 0.01%
+520
1121
$35.9K 0.01%
+1,086
1122
$35.8K 0.01%
+1,688
1123
$35.8K 0.01%
+1,400
1124
$35.6K 0.01%
+2,470
1125
$35.4K 0.01%
+533