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
126
$1.14M 0.17%
22,533
-1,276
127
$1.12M 0.17%
10,384
-7,402
128
$1.12M 0.17%
7,189
+3,590
129
$1.12M 0.17%
20,077
+5,794
130
$1.11M 0.17%
19,254
+5,351
131
$1.11M 0.17%
863
-59
132
$1.1M 0.16%
17,781
+209
133
$1.1M 0.16%
17,044
-5,105
134
$1.1M 0.16%
7,109
+1,723
135
$1.09M 0.16%
20,990
+3,421
136
$1.07M 0.16%
5,160
+1,142
137
$1.04M 0.15%
2,976
-181
138
$1.02M 0.15%
12,642
+1,502
139
$1.01M 0.15%
5,506
-315
140
$1.01M 0.15%
35,810
+3,558
141
$1M 0.15%
16,311
-227
142
$994K 0.15%
19,780
+2,952
143
$984K 0.15%
46,690
-60
144
$976K 0.15%
7,170
+1,153
145
$970K 0.14%
21,205
-1,784
146
$970K 0.14%
8,956
+1,167
147
$968K 0.14%
34,960
-710
148
$967K 0.14%
14,838
+4,517
149
$960K 0.14%
17,663
-7,455
150
$958K 0.14%
8,492
+2,022
4 5
6
7 8