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
1476
$13.5K ﹤0.01%
+17
1477
$13.5K ﹤0.01%
+270
1478
$13.5K ﹤0.01%
+500
1479
$13.5K ﹤0.01%
+366
1480
$13.2K ﹤0.01%
+569
1481
$13.2K ﹤0.01%
+500
1482
$13K ﹤0.01%
+153
1483
$13K ﹤0.01%
+200
1484
$13K ﹤0.01%
+285
1485
$12.9K ﹤0.01%
+2,104
1486
$12.9K ﹤0.01%
+115
1487
$12.9K ﹤0.01%
+152
1488
$12.9K ﹤0.01%
+250
1489
$12.8K ﹤0.01%
+300
1490
$12.8K ﹤0.01%
+265
1491
$12.7K ﹤0.01%
+1,643
1492
$12.7K ﹤0.01%
+292
1493
$12.6K ﹤0.01%
+370
1494
$12.6K ﹤0.01%
+875
1495
$12.5K ﹤0.01%
+323
1496
$12.5K ﹤0.01%
+100
1497
$12.5K ﹤0.01%
+2,000
1498
$12.5K ﹤0.01%
+412
1499
$12.4K ﹤0.01%
+600
1500
$12.4K ﹤0.01%
+70