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
1376
$20.2K ﹤0.01%
1,054
-706
1377
$20.1K ﹤0.01%
337
+20
1378
$20.1K ﹤0.01%
580
1379
$20K ﹤0.01%
238
1380
$19.9K ﹤0.01%
99
1381
$19.9K ﹤0.01%
436
+131
1382
$19.8K ﹤0.01%
566
+131
1383
$19.6K ﹤0.01%
171
-38
1384
$19.5K ﹤0.01%
2,000
-1,100
1385
$19.5K ﹤0.01%
92
1386
$19.4K ﹤0.01%
425
+400
1387
$19.4K ﹤0.01%
698
+4
1388
$19.3K ﹤0.01%
578
1389
$19.3K ﹤0.01%
452
1390
$19.2K ﹤0.01%
1,583
-2,000
1391
$19.2K ﹤0.01%
333
+82
1392
$19.2K ﹤0.01%
625
1393
$19.1K ﹤0.01%
412
1394
$19.1K ﹤0.01%
2,628
1395
$19K ﹤0.01%
+1,093
1396
$19K ﹤0.01%
612
1397
$19K ﹤0.01%
+2,635
1398
$18.9K ﹤0.01%
347
-87
1399
$18.9K ﹤0.01%
1,958
+200
1400
$18.9K ﹤0.01%
657
-694
54 55
56
57 58