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
1526
$13.6K ﹤0.01%
156
-2,318
1527
$13.5K ﹤0.01%
631
+286
1528
$13.5K ﹤0.01%
267
+105
1529
$13.5K ﹤0.01%
649
-1,200
1530
$13.5K ﹤0.01%
1,422
+16
1531
$13.4K ﹤0.01%
583
1532
$13.4K ﹤0.01%
325
+99
1533
$13.4K ﹤0.01%
146
+69
1534
$13.4K ﹤0.01%
1,000
1535
$13.3K ﹤0.01%
265
1536
$13.3K ﹤0.01%
233
1537
$13.3K ﹤0.01%
100
-511
1538
$13.3K ﹤0.01%
255
1539
$13.1K ﹤0.01%
+1,600
1540
$13.1K ﹤0.01%
611
+289
1541
$13.1K ﹤0.01%
+689
1542
$12.9K ﹤0.01%
200
1543
$12.8K ﹤0.01%
412
1544
$12.8K ﹤0.01%
569
1545
$12.8K ﹤0.01%
923
-145
1546
$12.8K ﹤0.01%
+287
1547
$12.7K ﹤0.01%
500
1548
$12.7K ﹤0.01%
900
1549
$12.7K ﹤0.01%
2,104
1550
$12.6K ﹤0.01%
664
+371
60 61
62
63 64