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
1426
$17.4K ﹤0.01%
600
-150
1427
$17.2K ﹤0.01%
+931
1428
$17.1K ﹤0.01%
641
+232
1429
$17.1K ﹤0.01%
355
-365
1430
$17.1K ﹤0.01%
602
1431
$17.1K ﹤0.01%
+91
1432
$17K ﹤0.01%
248
+94
1433
$17K ﹤0.01%
372
1434
$17K ﹤0.01%
869
+425
1435
$16.9K ﹤0.01%
500
1436
$16.9K ﹤0.01%
2,000
1437
$16.7K ﹤0.01%
700
+300
1438
$16.7K ﹤0.01%
400
1439
$16.7K ﹤0.01%
543
+50
1440
$16.7K ﹤0.01%
140
-15
1441
$16.6K ﹤0.01%
250
1442
$16.5K ﹤0.01%
385
1443
$16.5K ﹤0.01%
645
1444
$16.5K ﹤0.01%
250
1445
$16.5K ﹤0.01%
498
1446
$16.5K ﹤0.01%
1,600
+200
1447
$16.4K ﹤0.01%
500
1448
$16.4K ﹤0.01%
1,400
1449
$16.4K ﹤0.01%
274
+16
1450
$16.4K ﹤0.01%
4,000
56 57
58
59 60