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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.72%
4 Consumer Discretionary 4.42%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.14M 0.18%
25,425
-1,533
127
$2.13M 0.18%
35,667
+3,747
128
$2.11M 0.18%
36,792
-22,697
129
$2.09M 0.18%
143,029
+39,966
130
$2.09M 0.18%
36,387
+1,791
131
$2.08M 0.18%
128,048
+93,520
132
$2.06M 0.17%
31,366
-499
133
$2.06M 0.17%
11,786
+2,485
134
$2.05M 0.17%
71,140
+5,770
135
$2.05M 0.17%
40,189
-2,173
136
$2.05M 0.17%
43,225
+9,073
137
$2.04M 0.17%
13,413
-741
138
$2.02M 0.17%
9,718
+1,234
139
$1.98M 0.17%
10,014
+1,007
140
$1.96M 0.16%
23,538
+2,844
141
$1.93M 0.16%
6,575
+401
142
$1.89M 0.16%
12,351
+45
143
$1.88M 0.16%
24,155
+261
144
$1.82M 0.15%
10,760
+1,111
145
$1.82M 0.15%
14,641
+14,129
146
$1.81M 0.15%
21,547
+5,837
147
$1.8M 0.15%
15,566
+517
148
$1.79M 0.15%
22,172
+2,835
149
$1.78M 0.15%
24,908
+1,154
150
$1.76M 0.15%
7,752
+1
4 5
6
7 8