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
1476
$15.3K ﹤0.01%
190
1477
$15.2K ﹤0.01%
+685
1478
$15.2K ﹤0.01%
100
1479
$15.2K ﹤0.01%
267
-10
1480
$15.2K ﹤0.01%
769
1481
$15.2K ﹤0.01%
455
1482
$15.1K ﹤0.01%
380
1483
$15.1K ﹤0.01%
2,300
1484
$15K ﹤0.01%
492
-200
1485
$15K ﹤0.01%
167
1486
$15K ﹤0.01%
+900
1487
$14.9K ﹤0.01%
218
-33
1488
$14.8K ﹤0.01%
326
+150
1489
$14.8K ﹤0.01%
70
1490
$14.7K ﹤0.01%
200
1491
$14.6K ﹤0.01%
98
+57
1492
$14.6K ﹤0.01%
750
1493
$14.6K ﹤0.01%
2,100
-400
1494
$14.6K ﹤0.01%
+152
1495
$14.5K ﹤0.01%
180
-25
1496
$14.5K ﹤0.01%
+500
1497
$14.5K ﹤0.01%
270
-84
1498
$14.5K ﹤0.01%
907
1499
$14.5K ﹤0.01%
610
+217
1500
$14.4K ﹤0.01%
851
+399
58 59
60
61 62