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
1226
$29.4K ﹤0.01%
1,305
+278
1227
$29.3K ﹤0.01%
1,324
+2
1228
$29.3K ﹤0.01%
2,500
-100
1229
$29.2K ﹤0.01%
7,853
+530
1230
$29.1K ﹤0.01%
617
+145
1231
$29.1K ﹤0.01%
4,400
+200
1232
$29K ﹤0.01%
450
1233
$29K ﹤0.01%
2,500
1234
$29K ﹤0.01%
+271
1235
$28.9K ﹤0.01%
1,250
+100
1236
$28.9K ﹤0.01%
440
-93
1237
$28.8K ﹤0.01%
873
1238
$28.8K ﹤0.01%
4,400
1239
$28.8K ﹤0.01%
780
+196
1240
$28.8K ﹤0.01%
430
+387
1241
$28.7K ﹤0.01%
1,180
1242
$28.7K ﹤0.01%
443
1243
$28.7K ﹤0.01%
700
1244
$28.6K ﹤0.01%
+700
1245
$28.6K ﹤0.01%
2,610
1246
$28.5K ﹤0.01%
2,273
1247
$28.5K ﹤0.01%
406
+21
1248
$28.5K ﹤0.01%
1,430
+1,000
1249
$28.5K ﹤0.01%
1,080
1250
$28.4K ﹤0.01%
2,098
+20
48 49
50
51 52