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
1276
$26.7K ﹤0.01%
+697
1277
$26.6K ﹤0.01%
485
+153
1278
$26.6K ﹤0.01%
365
+79
1279
$26.5K ﹤0.01%
674
-59
1280
$26.5K ﹤0.01%
670
+300
1281
$26.4K ﹤0.01%
1,117
1282
$26.4K ﹤0.01%
698
+26
1283
$26.4K ﹤0.01%
340
1284
$26.4K ﹤0.01%
403
+95
1285
$26.3K ﹤0.01%
2,021
1286
$26.3K ﹤0.01%
700
1287
$26.2K ﹤0.01%
+161
1288
$26.1K ﹤0.01%
500
-515
1289
$26.1K ﹤0.01%
4,000
1290
$25.9K ﹤0.01%
400
1291
$25.9K ﹤0.01%
350
+50
1292
$25.8K ﹤0.01%
525
1293
$25.8K ﹤0.01%
300
1294
$25.8K ﹤0.01%
2,196
+1,887
1295
$25.7K ﹤0.01%
1,455
1296
$25.7K ﹤0.01%
1,857
+1,092
1297
$25.7K ﹤0.01%
948
+181
1298
$25.6K ﹤0.01%
3,000
1299
$25.5K ﹤0.01%
1,504
1300
$25.5K ﹤0.01%
400
+50
50 51
52
53 54