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
1301
$21K ﹤0.01%
+1,199
1302
$20.9K ﹤0.01%
+750
1303
$20.9K ﹤0.01%
+255
1304
$20.8K ﹤0.01%
+861
1305
$20.8K ﹤0.01%
+162
1306
$20.8K ﹤0.01%
+160
1307
$20.7K ﹤0.01%
+767
1308
$20.6K ﹤0.01%
+290
1309
$20.6K ﹤0.01%
+731
1310
$20.6K ﹤0.01%
+692
1311
$20.6K ﹤0.01%
+3,400
1312
$20.6K ﹤0.01%
+398
1313
$20.4K ﹤0.01%
+727
1314
$20.4K ﹤0.01%
+238
1315
$20.4K ﹤0.01%
+696
1316
$20.4K ﹤0.01%
+317
1317
$20.4K ﹤0.01%
+700
1318
$20.3K ﹤0.01%
+2,628
1319
$20.3K ﹤0.01%
+258
1320
$20.2K ﹤0.01%
+450
1321
$20.1K ﹤0.01%
+200
1322
$20.1K ﹤0.01%
+1,300
1323
$20.1K ﹤0.01%
+251
1324
$19.9K ﹤0.01%
+1,485
1325
$19.9K ﹤0.01%
+148