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
1501
$14.4K ﹤0.01%
817
+736
1502
$14.4K ﹤0.01%
2,000
+1,000
1503
$14.4K ﹤0.01%
385
+1
1504
$14.4K ﹤0.01%
+400
1505
$14.3K ﹤0.01%
325
-100
1506
$14.3K ﹤0.01%
285
1507
$14.3K ﹤0.01%
+650
1508
$14.2K ﹤0.01%
384
+89
1509
$14.2K ﹤0.01%
588
+188
1510
$14.1K ﹤0.01%
1,300
1511
$14.1K ﹤0.01%
731
1512
$14K ﹤0.01%
500
1513
$14K ﹤0.01%
178
+85
1514
$14K ﹤0.01%
223
1515
$14K ﹤0.01%
229
1516
$14K ﹤0.01%
575
1517
$13.9K ﹤0.01%
305
-35
1518
$13.9K ﹤0.01%
368
-9,438
1519
$13.9K ﹤0.01%
400
+300
1520
$13.8K ﹤0.01%
859
+37
1521
$13.8K ﹤0.01%
492
+240
1522
$13.8K ﹤0.01%
671
+317
1523
$13.7K ﹤0.01%
1,259
+504
1524
$13.6K ﹤0.01%
115
1525
$13.6K ﹤0.01%
1,477
59 60
61
62 63