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
1201
$32.2K ﹤0.01%
1,082
-2
1202
$32K ﹤0.01%
922
1203
$32K ﹤0.01%
880
+780
1204
$31.8K ﹤0.01%
369
+168
1205
$31.7K ﹤0.01%
+539
1206
$31.6K ﹤0.01%
541
+174
1207
$31.6K ﹤0.01%
650
1208
$31.5K ﹤0.01%
604
-2,338
1209
$31K ﹤0.01%
1,193
-45
1210
$30.9K ﹤0.01%
1,126
+208
1211
$30.8K ﹤0.01%
200
+5
1212
$30.6K ﹤0.01%
1,035
1213
$30.5K ﹤0.01%
259
1214
$30.4K ﹤0.01%
1,777
-3,385
1215
$30.2K ﹤0.01%
2,040
1216
$30.2K ﹤0.01%
2,600
1217
$30.2K ﹤0.01%
107
-30
1218
$30.2K ﹤0.01%
1,216
-1,506
1219
$30.1K ﹤0.01%
600
1220
$30.1K ﹤0.01%
1,350
+62
1221
$30.1K ﹤0.01%
290
+4
1222
$29.8K ﹤0.01%
600
-1,550
1223
$29.8K ﹤0.01%
+801
1224
$29.7K ﹤0.01%
1,500
+1,000
1225
$29.7K ﹤0.01%
2,846
47 48
49
50 51