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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$160K 0.01%
3,374
-316
1227
$160K 0.01%
3,065
+14
1228
$160K 0.01%
2,386
1229
$159K 0.01%
+4,976
1230
$159K 0.01%
2,842
+5
1231
$159K 0.01%
2,853
+1
1232
$159K 0.01%
2,646
-1,381
1233
$158K 0.01%
1,499
+298
1234
$158K 0.01%
1,393
-58
1235
$157K 0.01%
1,823
1236
$157K 0.01%
2,620
+1,375
1237
$157K 0.01%
4,305
+371
1238
$157K 0.01%
2,733
-290
1239
$157K 0.01%
1,675
-4,600
1240
$156K 0.01%
7,341
-23
1241
$156K 0.01%
8,953
1242
$156K 0.01%
3,589
-82
1243
$156K 0.01%
2,319
-96
1244
$155K 0.01%
1,994
+724
1245
$155K 0.01%
708
+397
1246
$155K 0.01%
3,069
-10,207
1247
$155K 0.01%
6,215
+3,715
1248
$154K 0.01%
2,086
+1
1249
$154K 0.01%
5,146
+4,744
1250
$154K 0.01%
4,823
48 49
50
51 52