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
1251
$24.8K ﹤0.01%
+1,904
1252
$24.8K ﹤0.01%
+697
1253
$24.8K ﹤0.01%
+1,250
1254
$24.8K ﹤0.01%
+525
1255
$24.7K ﹤0.01%
+192
1256
$24.7K ﹤0.01%
+742
1257
$24.6K ﹤0.01%
+300
1258
$24.6K ﹤0.01%
+3,300
1259
$24.5K ﹤0.01%
+1,000
1260
$24.5K ﹤0.01%
+3,787
1261
$24.3K ﹤0.01%
+1,758
1262
$24.1K ﹤0.01%
+1,929
1263
$24.1K ﹤0.01%
+300
1264
$24.1K ﹤0.01%
+286
1265
$24K ﹤0.01%
+154
1266
$24K ﹤0.01%
+855
1267
$23.9K ﹤0.01%
+433
1268
$23.6K ﹤0.01%
+629
1269
$23.3K ﹤0.01%
+115
1270
$23.2K ﹤0.01%
+257
1271
$23.1K ﹤0.01%
+459
1272
$22.8K ﹤0.01%
+350
1273
$22.8K ﹤0.01%
+306
1274
$22.7K ﹤0.01%
+2,500
1275
$22.7K ﹤0.01%
+144