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
1526
$11.3K ﹤0.01%
+1,950
1527
$11.2K ﹤0.01%
+66
1528
$11.1K ﹤0.01%
+300
1529
$11.1K ﹤0.01%
+2,000
1530
$11K ﹤0.01%
+285
1531
$11K ﹤0.01%
+183
1532
$11K ﹤0.01%
+226
1533
$11K ﹤0.01%
+616
1534
$10.9K ﹤0.01%
+2,531
1535
$10.8K ﹤0.01%
+409
1536
$10.8K ﹤0.01%
+252
1537
$10.8K ﹤0.01%
+204
1538
$10.8K ﹤0.01%
+254
1539
$10.7K ﹤0.01%
+295
1540
$10.7K ﹤0.01%
+900
1541
$10.7K ﹤0.01%
+200
1542
$10.6K ﹤0.01%
+370
1543
$10.5K ﹤0.01%
+642
1544
$10.5K ﹤0.01%
+765
1545
$10.4K ﹤0.01%
+500
1546
$10.4K ﹤0.01%
+400
1547
$10.4K ﹤0.01%
+400
1548
$10.4K ﹤0.01%
+425
1549
$10.4K ﹤0.01%
+402
1550
$10.4K ﹤0.01%
+225