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
1426
$15.1K ﹤0.01%
+100
1427
$15.1K ﹤0.01%
+304
1428
$15K ﹤0.01%
+305
1429
$15K ﹤0.01%
+907
1430
$15K ﹤0.01%
+2,300
1431
$15K ﹤0.01%
+251
1432
$14.9K ﹤0.01%
+645
1433
$14.9K ﹤0.01%
+737
1434
$14.8K ﹤0.01%
+2,000
1435
$14.8K ﹤0.01%
+1,400
1436
$14.7K ﹤0.01%
+575
1437
$14.7K ﹤0.01%
+380
1438
$14.7K ﹤0.01%
+370
1439
$14.6K ﹤0.01%
+229
1440
$14.6K ﹤0.01%
+1,000
1441
$14.5K ﹤0.01%
+435
1442
$14.5K ﹤0.01%
+345
1443
$14.5K ﹤0.01%
+218
1444
$14.5K ﹤0.01%
+1,000
1445
$14.4K ﹤0.01%
+167
1446
$14.4K ﹤0.01%
+2,423
1447
$14.3K ﹤0.01%
+715
1448
$14.3K ﹤0.01%
+233
1449
$14.3K ﹤0.01%
+465
1450
$14.3K ﹤0.01%
+1,140