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
1476
$96.1K ﹤0.01%
1,435
-4,087
1477
$95.6K ﹤0.01%
931
+50
1478
$95.5K ﹤0.01%
3,878
1479
$95.5K ﹤0.01%
2,612
+406
1480
$95.3K ﹤0.01%
460
-1,238
1481
$95.3K ﹤0.01%
1,184
1482
$95.1K ﹤0.01%
2,543
+300
1483
$95K ﹤0.01%
1,065
+17
1484
$94.6K ﹤0.01%
2,318
1485
$94.4K ﹤0.01%
+7,751
1486
$93.8K ﹤0.01%
705
+223
1487
$93.6K ﹤0.01%
6,885
+254
1488
$93.6K ﹤0.01%
9,373
-1,313
1489
$93.5K ﹤0.01%
1,926
+87
1490
$92.7K ﹤0.01%
2,227
+171
1491
$92.6K ﹤0.01%
2,768
-1,330
1492
$92.4K ﹤0.01%
5,400
1493
$92.3K ﹤0.01%
2,367
1494
$92.3K ﹤0.01%
3,549
+514
1495
$92K ﹤0.01%
3,667
+3,012
1496
$91.8K ﹤0.01%
1,041
-2,486
1497
$91.3K ﹤0.01%
1,466
+125
1498
$91.3K ﹤0.01%
8,800
+1,000
1499
$91.1K ﹤0.01%
5,312
1500
$90.8K ﹤0.01%
2,583
58 59
60
61 62