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
1401
$18.8K ﹤0.01%
750
1402
$18.8K ﹤0.01%
4,000
1403
$18.5K ﹤0.01%
468
+4
1404
$18.5K ﹤0.01%
+279
1405
$18.5K ﹤0.01%
1,199
1406
$18.4K ﹤0.01%
231
+78
1407
$18.4K ﹤0.01%
+1,600
1408
$18.4K ﹤0.01%
+754
1409
$18.3K ﹤0.01%
+1,379
1410
$18.3K ﹤0.01%
680
1411
$18.3K ﹤0.01%
+6,500
1412
$18.2K ﹤0.01%
274
+19
1413
$18.2K ﹤0.01%
861
1414
$18.2K ﹤0.01%
205
1415
$17.9K ﹤0.01%
+8
1416
$17.9K ﹤0.01%
335
1417
$17.9K ﹤0.01%
431
1418
$17.8K ﹤0.01%
450
1419
$17.8K ﹤0.01%
+488
1420
$17.7K ﹤0.01%
1,200
1421
$17.6K ﹤0.01%
800
1422
$17.6K ﹤0.01%
1,083
+1,022
1423
$17.6K ﹤0.01%
997
+700
1424
$17.5K ﹤0.01%
750
1425
$17.4K ﹤0.01%
500
55 56
57
58 59