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
1251
$28.3K ﹤0.01%
3,150
-130
1252
$28.3K ﹤0.01%
388
-370
1253
$28.3K ﹤0.01%
+1,165
1254
$28.2K ﹤0.01%
+1,200
1255
$28.2K ﹤0.01%
905
1256
$28.2K ﹤0.01%
1,598
+16
1257
$28K ﹤0.01%
2,393
+1,253
1258
$27.9K ﹤0.01%
3,844
+57
1259
$27.9K ﹤0.01%
693
-92
1260
$27.9K ﹤0.01%
1,340
-1,502
1261
$27.8K ﹤0.01%
1,293
-2,396
1262
$27.3K ﹤0.01%
160
1263
$27.3K ﹤0.01%
650
+500
1264
$27.2K ﹤0.01%
1,548
1265
$27.1K ﹤0.01%
1,898
1266
$27.1K ﹤0.01%
788
1267
$26.9K ﹤0.01%
447
1268
$26.9K ﹤0.01%
350
1269
$26.9K ﹤0.01%
885
+188
1270
$26.9K ﹤0.01%
4,400
1271
$26.8K ﹤0.01%
758
1272
$26.8K ﹤0.01%
390
1273
$26.8K ﹤0.01%
2,770
-30
1274
$26.8K ﹤0.01%
635
+35
1275
$26.8K ﹤0.01%
2,211
49 50
51
52 53