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
1451
$16.3K ﹤0.01%
689
1452
$16.3K ﹤0.01%
600
1453
$16.3K ﹤0.01%
513
+209
1454
$16.3K ﹤0.01%
270
1455
$16.3K ﹤0.01%
400
1456
$16.1K ﹤0.01%
877
1457
$16.1K ﹤0.01%
1,430
1458
$16.1K ﹤0.01%
635
-9,195
1459
$16K ﹤0.01%
505
1460
$15.9K ﹤0.01%
500
1461
$15.9K ﹤0.01%
425
1462
$15.8K ﹤0.01%
300
1463
$15.8K ﹤0.01%
1,148
1464
$15.8K ﹤0.01%
1,000
1465
$15.7K ﹤0.01%
+780
1466
$15.7K ﹤0.01%
258
-49
1467
$15.7K ﹤0.01%
692
1468
$15.6K ﹤0.01%
658
+611
1469
$15.6K ﹤0.01%
272
+189
1470
$15.5K ﹤0.01%
271
1471
$15.5K ﹤0.01%
161
1472
$15.5K ﹤0.01%
788
+73
1473
$15.4K ﹤0.01%
1,300
1474
$15.4K ﹤0.01%
220
-1,266
1475
$15.3K ﹤0.01%
1,320
57 58
59
60 61