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
1326
$23.7K ﹤0.01%
144
1327
$23.6K ﹤0.01%
1,032
+201
1328
$23.5K ﹤0.01%
300
1329
$23.4K ﹤0.01%
+250
1330
$23.4K ﹤0.01%
2,036
-300
1331
$23.4K ﹤0.01%
599
-30
1332
$23.2K ﹤0.01%
+574
1333
$23.2K ﹤0.01%
315
-374
1334
$23.1K ﹤0.01%
600
+385
1335
$23K ﹤0.01%
450
1336
$22.8K ﹤0.01%
1,038
+508
1337
$22.8K ﹤0.01%
400
1338
$22.8K ﹤0.01%
450
-93
1339
$22.6K ﹤0.01%
182
1340
$22.5K ﹤0.01%
220
-97
1341
$22.4K ﹤0.01%
420
1342
$22.4K ﹤0.01%
192
1343
$22.3K ﹤0.01%
148
1344
$22.3K ﹤0.01%
905
+787
1345
$22.3K ﹤0.01%
1,929
1346
$22.1K ﹤0.01%
306
1347
$22.1K ﹤0.01%
855
1348
$22K ﹤0.01%
+1,154
1349
$21.7K ﹤0.01%
1,200
1350
$21.7K ﹤0.01%
520
+150
52 53
54
55 56