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
1501
$12.3K ﹤0.01%
+126
1502
$12.3K ﹤0.01%
+655
1503
$12.3K ﹤0.01%
+240
1504
$12.3K ﹤0.01%
+141
1505
$12.3K ﹤0.01%
+400
1506
$12.2K ﹤0.01%
+800
1507
$12.1K ﹤0.01%
+1,039
1508
$12.1K ﹤0.01%
+110
1509
$12K ﹤0.01%
+303
1510
$12K ﹤0.01%
+384
1511
$11.9K ﹤0.01%
+400
1512
$11.9K ﹤0.01%
+351
1513
$11.9K ﹤0.01%
+400
1514
$11.8K ﹤0.01%
+1,100
1515
$11.8K ﹤0.01%
+550
1516
$11.8K ﹤0.01%
+583
1517
$11.7K ﹤0.01%
+444
1518
$11.7K ﹤0.01%
+365
1519
$11.6K ﹤0.01%
+1,000
1520
$11.5K ﹤0.01%
+1,150
1521
$11.5K ﹤0.01%
+238
1522
$11.4K ﹤0.01%
+400
1523
$11.4K ﹤0.01%
+1,320
1524
$11.3K ﹤0.01%
+170
1525
$11.3K ﹤0.01%
+184