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
1301
$25.4K ﹤0.01%
305
+288
1302
$25.4K ﹤0.01%
1,236
1303
$25.2K ﹤0.01%
562
-16
1304
$25.1K ﹤0.01%
386
-406
1305
$25.1K ﹤0.01%
210
+5
1306
$25K ﹤0.01%
3,300
1307
$24.9K ﹤0.01%
310
-200
1308
$24.9K ﹤0.01%
2,595
1309
$24.8K ﹤0.01%
350
1310
$24.8K ﹤0.01%
1,239
1311
$24.8K ﹤0.01%
1,305
1312
$24.8K ﹤0.01%
750
1313
$24.7K ﹤0.01%
3,550
1314
$24.6K ﹤0.01%
80
+53
1315
$24.5K ﹤0.01%
402
+302
1316
$24.4K ﹤0.01%
580
1317
$24.4K ﹤0.01%
433
1318
$24.3K ﹤0.01%
1,720
1319
$24.2K ﹤0.01%
1,904
1320
$24.1K ﹤0.01%
3,900
+500
1321
$24.1K ﹤0.01%
1,338
1322
$24K ﹤0.01%
250
+50
1323
$23.8K ﹤0.01%
800
+300
1324
$23.7K ﹤0.01%
1,300
1325
$23.7K ﹤0.01%
960
+240
51 52
53
54 55