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
1151
$36.9K 0.01%
601
+72
1152
$36.7K 0.01%
621
+250
1153
$36.5K 0.01%
2,842
-297
1154
$36.4K 0.01%
1,062
+994
1155
$36.4K 0.01%
729
+200
1156
$36.4K 0.01%
300
1157
$36.4K 0.01%
1,688
1158
$36.3K 0.01%
3,000
1159
$36.2K 0.01%
306
1160
$36K 0.01%
733
+695
1161
$36K 0.01%
5,168
1162
$35.9K 0.01%
935
+60
1163
$35.8K 0.01%
+652
1164
$35.8K 0.01%
1,117
+31
1165
$35.8K 0.01%
520
1166
$35.7K 0.01%
682
+324
1167
$35.5K 0.01%
302
+1
1168
$35.4K 0.01%
2,724
1169
$35.3K 0.01%
2,100
1170
$35.3K 0.01%
1,733
+518
1171
$35.3K 0.01%
3,750
1172
$35.2K 0.01%
395
+25
1173
$35.2K 0.01%
308
+146
1174
$35K 0.01%
764
+232
1175
$35K 0.01%
665
-255
45 46
47
48 49