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
1451
$14.2K ﹤0.01%
+1,406
1452
$14.2K ﹤0.01%
+500
1453
$14.2K ﹤0.01%
+316
1454
$14.2K ﹤0.01%
+205
1455
$14.1K ﹤0.01%
+223
1456
$14.1K ﹤0.01%
+530
1457
$14.1K ﹤0.01%
+731
1458
$14.1K ﹤0.01%
+1,000
1459
$14K ﹤0.01%
+219
1460
$14K ﹤0.01%
+1,477
1461
$14K ﹤0.01%
+1,430
1462
$13.9K ﹤0.01%
+262
1463
$13.9K ﹤0.01%
+822
1464
$13.9K ﹤0.01%
+1,200
1465
$13.8K ﹤0.01%
+393
1466
$13.8K ﹤0.01%
+560
1467
$13.8K ﹤0.01%
+121
1468
$13.7K ﹤0.01%
+500
1469
$13.6K ﹤0.01%
+1,068
1470
$13.6K ﹤0.01%
+1,000
1471
$13.6K ﹤0.01%
+300
1472
$13.6K ﹤0.01%
+270
1473
$13.6K ﹤0.01%
+340
1474
$13.6K ﹤0.01%
+255
1475
$13.5K ﹤0.01%
+900