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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$100K ﹤0.01%
5,956
+201
1452
$100K ﹤0.01%
3,680
+2,580
1453
$100K ﹤0.01%
688
-19
1454
$99.9K ﹤0.01%
1,760
-863
1455
$99.6K ﹤0.01%
429
+116
1456
$99K ﹤0.01%
159
+2
1457
$99K ﹤0.01%
1,206
-35
1458
$98.9K ﹤0.01%
2,300
1459
$98.8K ﹤0.01%
3,119
+1,051
1460
$98.7K ﹤0.01%
5,500
1461
$98.7K ﹤0.01%
3,200
+850
1462
$98.6K ﹤0.01%
964
-632
1463
$98.5K ﹤0.01%
6,142
-2,392
1464
$98.3K ﹤0.01%
3,528
+761
1465
$98.3K ﹤0.01%
4,066
1466
$98.3K ﹤0.01%
1,905
1467
$97.9K ﹤0.01%
6,755
+1,176
1468
$97.8K ﹤0.01%
713
+116
1469
$97.8K ﹤0.01%
1,412
+33
1470
$97.5K ﹤0.01%
4,950
-5,643
1471
$97.1K ﹤0.01%
1,200
1472
$96.6K ﹤0.01%
+949
1473
$96.5K ﹤0.01%
2,267
1474
$96.3K ﹤0.01%
4,443
+9
1475
$96.3K ﹤0.01%
4,021
+1,025
57 58
59
60 61