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
1126
$35.3K 0.01%
+777
1127
$34.9K 0.01%
+255
1128
$34.7K 0.01%
+1,365
1129
$34.6K 0.01%
+1,100
1130
$34.6K 0.01%
+2,700
1131
$34.4K 0.01%
+875
1132
$34.4K 0.01%
+5,168
1133
$34.4K 0.01%
+529
1134
$34.2K 0.01%
+585
1135
$34.1K 0.01%
+2,100
1136
$34K 0.01%
+154
1137
$34K 0.01%
+943
1138
$33.8K 0.01%
+90
1139
$33.5K 0.01%
+317
1140
$33.3K 0.01%
+585
1141
$33.3K 0.01%
+803
1142
$33.3K 0.01%
+4,146
1143
$33.1K 0.01%
+1,322
1144
$32.9K 0.01%
+645
1145
$32.7K 0.01%
+2,600
1146
$32.5K 0.01%
+720
1147
$32.4K 0.01%
+137
1148
$32.3K 0.01%
+2,600
1149
$32.2K 0.01%
+1,035
1150
$32.2K 0.01%
+650
44 45
46
47 48