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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$193K 0.01%
2,019
+535
1127
$192K 0.01%
5,673
+4,428
1128
$192K 0.01%
2,455
+77
1129
$192K 0.01%
1,293
-22
1130
$192K 0.01%
977
+273
1131
$192K 0.01%
979
-7
1132
$192K 0.01%
4,158
+1,086
1133
$191K 0.01%
2,573
+181
1134
$191K 0.01%
3,563
-30
1135
$190K 0.01%
1,696
-443
1136
$190K 0.01%
2,460
-700
1137
$189K 0.01%
8,920
+70
1138
$188K 0.01%
12,621
+727
1139
$188K 0.01%
1,575
+265
1140
$188K 0.01%
6,343
-447
1141
$187K 0.01%
2,040
1142
$187K 0.01%
4,600
1143
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3,050
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1144
$186K 0.01%
1,967
-167
1145
$186K 0.01%
2,622
+2,389
1146
$185K 0.01%
5,655
+4,450
1147
$185K 0.01%
1,362
-10,615
1148
$185K 0.01%
1,927
+8
1149
$185K 0.01%
4,846
-3,684
1150
$184K 0.01%
6,044
-194
44 45
46
47 48