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
1226
$26.6K ﹤0.01%
+2,595
1227
$26.3K ﹤0.01%
+918
1228
$26.3K ﹤0.01%
+2,405
1229
$26.2K ﹤0.01%
+1,000
1230
$26.1K ﹤0.01%
+160
1231
$26.1K ﹤0.01%
+702
1232
$26K ﹤0.01%
+400
1233
$26K ﹤0.01%
+495
1234
$25.9K ﹤0.01%
+340
1235
$25.9K ﹤0.01%
+209
1236
$25.9K ﹤0.01%
+481
1237
$25.8K ﹤0.01%
+543
1238
$25.8K ﹤0.01%
+1,200
1239
$25.7K ﹤0.01%
+1,305
1240
$25.6K ﹤0.01%
+1,239
1241
$25.6K ﹤0.01%
+672
1242
$25.5K ﹤0.01%
+600
1243
$25.4K ﹤0.01%
+1,548
1244
$25.3K ﹤0.01%
+1,215
1245
$25.3K ﹤0.01%
+1,027
1246
$25.3K ﹤0.01%
+4,400
1247
$25.1K ﹤0.01%
+1,338
1248
$25K ﹤0.01%
+391
1249
$25K ﹤0.01%
+1,504
1250
$24.9K ﹤0.01%
+750