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
1101
$41.7K 0.01%
+541
1102
$41.6K 0.01%
2,361
-591
1103
$41.6K 0.01%
934
+34
1104
$41.4K 0.01%
+1,703
1105
$41.3K 0.01%
1,030
+3
1106
$41.3K 0.01%
543
+493
1107
$41.3K 0.01%
1,616
1108
$41.1K 0.01%
477
+419
1109
$41.1K 0.01%
915
-86
1110
$40.9K 0.01%
+243
1111
$40.8K 0.01%
+3,116
1112
$40.7K 0.01%
671
-791
1113
$40.7K 0.01%
512
+7
1114
$40.6K 0.01%
1,085
-234
1115
$40.3K 0.01%
670
1116
$40.3K 0.01%
117
+27
1117
$40.3K 0.01%
760
-30
1118
$40.2K 0.01%
825
+100
1119
$40.2K 0.01%
631
-1,100
1120
$40K 0.01%
388
-26
1121
$40K 0.01%
33
1122
$39.4K 0.01%
208
-145
1123
$39.4K 0.01%
1,000
-102
1124
$39.4K 0.01%
909
+107
1125
$39.1K 0.01%
316
+103
43 44
45
46 47