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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$119K ﹤0.01%
2,284
+2
1377
$118K ﹤0.01%
1,026
1378
$118K ﹤0.01%
1,049
+234
1379
$118K ﹤0.01%
20,870
+1,250
1380
$118K ﹤0.01%
5,448
+1,309
1381
$117K ﹤0.01%
368
+231
1382
$117K ﹤0.01%
5,138
-287
1383
$116K ﹤0.01%
519
-2,032
1384
$116K ﹤0.01%
5,054
-298
1385
$116K ﹤0.01%
3,861
+867
1386
$116K ﹤0.01%
1,095
+208
1387
$116K ﹤0.01%
+3,705
1388
$115K ﹤0.01%
2,793
-7
1389
$115K ﹤0.01%
17,572
+15,222
1390
$115K ﹤0.01%
7,203
+1,044
1391
$115K ﹤0.01%
1,212
1392
$115K ﹤0.01%
611
+297
1393
$114K ﹤0.01%
1,749
+1,731
1394
$114K ﹤0.01%
4,023
-384
1395
$114K ﹤0.01%
301
+1
1396
$114K ﹤0.01%
6,928
-520
1397
$114K ﹤0.01%
1,505
+65
1398
$114K ﹤0.01%
7,600
-4,666
1399
$114K ﹤0.01%
5,628
+30
1400
$113K ﹤0.01%
2,210
+830
54 55
56
57 58