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
1351
$18.5K ﹤0.01%
+800
1352
$18.5K ﹤0.01%
+332
1353
$18.4K ﹤0.01%
+420
1354
$18.4K ﹤0.01%
+470
1355
$18.4K ﹤0.01%
+877
1356
$18.3K ﹤0.01%
+720
1357
$18.3K ﹤0.01%
+431
1358
$18.2K ﹤0.01%
+300
1359
$18.2K ﹤0.01%
+634
1360
$18.1K ﹤0.01%
+117
1361
$18.1K ﹤0.01%
+205
1362
$18.1K ﹤0.01%
+250
1363
$18.1K ﹤0.01%
+335
1364
$18K ﹤0.01%
+750
1365
$18K ﹤0.01%
+2,500
1366
$17.7K ﹤0.01%
+1,720
1367
$17.7K ﹤0.01%
+1,462
1368
$17.7K ﹤0.01%
+372
1369
$17.6K ﹤0.01%
+498
1370
$17.6K ﹤0.01%
+1,200
1371
$17.6K ﹤0.01%
+714
1372
$17.6K ﹤0.01%
+602
1373
$17.5K ﹤0.01%
+750
1374
$17.5K ﹤0.01%
+1,153
1375
$17.5K ﹤0.01%
+116