APA
American Portfolios Advisors Portfolio holdings
AUM $2.36B
1-Year Return
14.59%
This Quarter Return
-4.3%
1 Year Return
-14.59%
3 Year Return
+43.53%
5 Year Return
+72.29%
10 Year Return
–
AUM
$2.36B
AUM Growth
-$74.9M
(-3.1%)
Cap. Flow
+$47M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
20.22%
Holding
3,638
New
118
Increased
890
Reduced
1,225
Closed
114
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$15.9M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
+$11.4M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
+$10.2M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$9.52M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$8.89M |
Top Sells
Sector Composition
| 1 | Technology | 11.95% |
| 2 | Healthcare | 4.95% |
| 3 | Consumer Discretionary | 4.66% |
| 4 | Financials | 3.59% |
| 5 | Industrials | 3.41% |
