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
1401
$16K ﹤0.01%
+300
1402
$16K ﹤0.01%
+384
1403
$16K ﹤0.01%
+400
1404
$15.9K ﹤0.01%
+201
1405
$15.9K ﹤0.01%
+265
1406
$15.8K ﹤0.01%
+420
1407
$15.8K ﹤0.01%
+300
1408
$15.7K ﹤0.01%
+455
1409
$15.7K ﹤0.01%
+493
1410
$15.6K ﹤0.01%
+505
1411
$15.6K ﹤0.01%
+500
1412
$15.5K ﹤0.01%
+350
1413
$15.5K ﹤0.01%
+98
1414
$15.4K ﹤0.01%
+1,300
1415
$15.3K ﹤0.01%
+190
1416
$15.3K ﹤0.01%
+500
1417
$15.2K ﹤0.01%
+191
1418
$15.2K ﹤0.01%
+580
1419
$15.2K ﹤0.01%
+200
1420
$15.2K ﹤0.01%
+500
1421
$15.2K ﹤0.01%
+429
1422
$15.2K ﹤0.01%
+835
1423
$15.1K ﹤0.01%
+161
1424
$15.1K ﹤0.01%
+400
1425
$15.1K ﹤0.01%
+301