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
101
$1.44M 0.21%
61,250
+15,960
102
$1.44M 0.21%
32,110
+31,860
103
$1.42M 0.21%
97,499
+11,511
104
$1.42M 0.21%
10,842
+213
105
$1.39M 0.21%
47,909
+13,145
106
$1.37M 0.2%
18,459
-1,614
107
$1.36M 0.2%
26,539
+913
108
$1.35M 0.2%
58,391
-2,389
109
$1.33M 0.2%
19,795
+300
110
$1.33M 0.2%
21,032
+2,457
111
$1.33M 0.2%
38,828
+9,115
112
$1.27M 0.19%
20,672
+3,614
113
$1.27M 0.19%
71,874
+7,656
114
$1.26M 0.19%
15,817
+480
115
$1.23M 0.18%
14,611
+150
116
$1.22M 0.18%
15,574
-8,697
117
$1.22M 0.18%
15,730
+2,127
118
$1.22M 0.18%
9,041
-995
119
$1.2M 0.18%
15,938
+973
120
$1.2M 0.18%
8,629
+1,027
121
$1.19M 0.18%
14,183
+173
122
$1.17M 0.17%
13,605
+1,413
123
$1.16M 0.17%
15,805
+219
124
$1.16M 0.17%
19,632
+962
125
$1.16M 0.17%
9,627
+2,208
3 4
5
6 7