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
1176
$30.3K ﹤0.01%
+1,238
1177
$30.3K ﹤0.01%
+1,529
1178
$30.2K ﹤0.01%
+2,078
1179
$30.1K ﹤0.01%
+600
1180
$30K ﹤0.01%
+219
1181
$29.8K ﹤0.01%
+325
1182
$29.7K ﹤0.01%
+306
1183
$29.7K ﹤0.01%
+2,846
1184
$29.7K ﹤0.01%
+1,582
1185
$29.7K ﹤0.01%
+4,400
1186
$29.4K ﹤0.01%
+1,898
1187
$29.3K ﹤0.01%
+334
1188
$29.2K ﹤0.01%
+364
1189
$29.1K ﹤0.01%
+370
1190
$29K ﹤0.01%
+700
1191
$28.9K ﹤0.01%
+450
1192
$28.8K ﹤0.01%
+1,180
1193
$28.8K ﹤0.01%
+2,336
1194
$28.8K ﹤0.01%
+218
1195
$28.7K ﹤0.01%
+213
1196
$28.6K ﹤0.01%
+437
1197
$28.4K ﹤0.01%
+532
1198
$28.2K ﹤0.01%
+1,236
1199
$28.1K ﹤0.01%
+1,288
1200
$28K ﹤0.01%
+3,000