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
1376
$17.5K ﹤0.01%
+250
1377
$17.4K ﹤0.01%
+578
1378
$17.3K ﹤0.01%
+750
1379
$17.3K ﹤0.01%
+800
1380
$17.2K ﹤0.01%
+2,042
1381
$17.2K ﹤0.01%
+1,870
1382
$17K ﹤0.01%
+689
1383
$16.9K ﹤0.01%
+98
1384
$16.8K ﹤0.01%
+400
1385
$16.8K ﹤0.01%
+500
1386
$16.7K ﹤0.01%
+300
1387
$16.6K ﹤0.01%
+769
1388
$16.6K ﹤0.01%
+1,400
1389
$16.5K ﹤0.01%
+416
1390
$16.5K ﹤0.01%
+500
1391
$16.4K ﹤0.01%
+1,300
1392
$16.4K ﹤0.01%
+500
1393
$16.4K ﹤0.01%
+271
1394
$16.4K ﹤0.01%
+1,000
1395
$16.3K ﹤0.01%
+692
1396
$16.3K ﹤0.01%
+492
1397
$16.3K ﹤0.01%
+1,148
1398
$16.3K ﹤0.01%
+385
1399
$16.3K ﹤0.01%
+600
1400
$16.2K ﹤0.01%
+277