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
1326
$19.9K ﹤0.01%
+308
1327
$19.8K ﹤0.01%
+450
1328
$19.6K ﹤0.01%
+831
1329
$19.6K ﹤0.01%
+840
1330
$19.5K ﹤0.01%
+464
1331
$19.3K ﹤0.01%
+354
1332
$19.3K ﹤0.01%
+92
1333
$19.2K ﹤0.01%
+452
1334
$19.2K ﹤0.01%
+341
1335
$19.2K ﹤0.01%
+399
1336
$19.2K ﹤0.01%
+412
1337
$19.2K ﹤0.01%
+358
1338
$19.1K ﹤0.01%
+200
1339
$19.1K ﹤0.01%
+580
1340
$19.1K ﹤0.01%
+434
1341
$19.1K ﹤0.01%
+4,000
1342
$19.1K ﹤0.01%
+625
1343
$19K ﹤0.01%
+450
1344
$18.9K ﹤0.01%
+612
1345
$18.9K ﹤0.01%
+5,179
1346
$18.7K ﹤0.01%
+1,395
1347
$18.7K ﹤0.01%
+680
1348
$18.7K ﹤0.01%
+300
1349
$18.6K ﹤0.01%
+99
1350
$18.6K ﹤0.01%
+4,000