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
1351
$21.7K ﹤0.01%
128
+13
1352
$21.7K ﹤0.01%
742
1353
$21.7K ﹤0.01%
154
1354
$21.6K ﹤0.01%
231
+158
1355
$21.6K ﹤0.01%
442
+282
1356
$21.5K ﹤0.01%
1,900
+900
1357
$21.2K ﹤0.01%
403
-92
1358
$21.1K ﹤0.01%
150
1359
$21.1K ﹤0.01%
786
-1,000
1360
$21.1K ﹤0.01%
1,184
1361
$21K ﹤0.01%
1,236
+872
1362
$21K ﹤0.01%
450
1363
$20.9K ﹤0.01%
+883
1364
$20.8K ﹤0.01%
+676
1365
$20.7K ﹤0.01%
+862
1366
$20.7K ﹤0.01%
1,900
1367
$20.6K ﹤0.01%
525
+298
1368
$20.6K ﹤0.01%
1,774
+1,500
1369
$20.4K ﹤0.01%
242
-1,507
1370
$20.4K ﹤0.01%
116
1371
$20.4K ﹤0.01%
1,550
1372
$20.3K ﹤0.01%
928
-247
1373
$20.2K ﹤0.01%
290
1374
$20.2K ﹤0.01%
398
1375
$20.2K ﹤0.01%
1,068
+331
53 54
55
56 57