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
1276
$148K 0.01%
1,450
1277
$147K 0.01%
+1,689
1278
$147K 0.01%
1,626
+161
1279
$146K 0.01%
2,450
+2,250
1280
$146K 0.01%
5,190
+394
1281
$146K 0.01%
853
+33
1282
$146K 0.01%
711
+494
1283
$146K 0.01%
3,022
+24
1284
$146K 0.01%
16,950
1285
$145K 0.01%
1,931
-3,388
1286
$145K 0.01%
7,533
+1,274
1287
$145K 0.01%
850
1288
$144K 0.01%
1,524
+39
1289
$144K 0.01%
1,071
+134
1290
$144K 0.01%
9,034
+451
1291
$144K 0.01%
7,003
-1,733
1292
$144K 0.01%
2,404
+670
1293
$143K 0.01%
9,848
+391
1294
$142K 0.01%
1,980
-3,340
1295
$141K 0.01%
1,951
+670
1296
$141K 0.01%
4,896
+1,061
1297
$141K 0.01%
5,315
1298
$141K 0.01%
8,661
+2,136
1299
$140K 0.01%
3,814
+15
1300
$140K 0.01%
5,400
50 51
52
53 54