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
1126
$39K 0.01%
160
+140
1127
$38.9K 0.01%
1,207
+369
1128
$38.8K 0.01%
109
+103
1129
$38.8K 0.01%
891
+4
1130
$38.7K 0.01%
781
+322
1131
$38.6K 0.01%
625
1132
$38.6K 0.01%
1,445
1133
$38.5K 0.01%
1,063
+49
1134
$38.4K 0.01%
1,043
+100
1135
$38.4K 0.01%
4,100
-1,450
1136
$38.3K 0.01%
2,343
-127
1137
$38.3K 0.01%
3,032
1138
$38K 0.01%
900
+750
1139
$37.9K 0.01%
340
+30
1140
$37.9K 0.01%
189
-279
1141
$37.8K 0.01%
494
1142
$37.8K 0.01%
760
1143
$37.6K 0.01%
775
1144
$37.6K 0.01%
317
1145
$37.5K 0.01%
694
-534
1146
$37.4K 0.01%
754
-625
1147
$37.4K 0.01%
1,440
+940
1148
$37.2K 0.01%
3,275
1149
$37.2K 0.01%
249
-122
1150
$37K 0.01%
181
-828
44 45
46
47 48