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
1151
$32.1K 0.01%
+286
1152
$32.1K 0.01%
+1,084
1153
$32K 0.01%
+785
1154
$31.9K 0.01%
+2,500
1155
$31.9K 0.01%
+3,100
1156
$31.9K 0.01%
+259
1157
$31.8K 0.01%
+2,610
1158
$31.8K 0.01%
+1,082
1159
$31.8K 0.01%
+165
1160
$31.6K 0.01%
+443
1161
$31.6K 0.01%
+733
1162
$31.6K 0.01%
+3,280
1163
$31.3K 0.01%
+259
1164
$31.3K 0.01%
+474
1165
$31.3K 0.01%
+950
1166
$31.3K ﹤0.01%
+1,007
1167
$31.1K ﹤0.01%
+328
1168
$31K ﹤0.01%
+873
1169
$30.8K ﹤0.01%
+905
1170
$30.7K ﹤0.01%
+572
1171
$30.6K ﹤0.01%
+2,040
1172
$30.6K ﹤0.01%
+788
1173
$30.5K ﹤0.01%
+2,273
1174
$30.4K ﹤0.01%
+1,455
1175
$30.4K ﹤0.01%
+195