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
1526
$84.2K ﹤0.01%
6,675
1527
$84.1K ﹤0.01%
+3,172
1528
$83.8K ﹤0.01%
7,736
+509
1529
$83.5K ﹤0.01%
4,200
1530
$83.4K ﹤0.01%
1,613
+357
1531
$83K ﹤0.01%
1,989
-33,271
1532
$83K ﹤0.01%
1,712
-11
1533
$82.9K ﹤0.01%
1,681
1534
$82.8K ﹤0.01%
1,558
-2,582
1535
$82.8K ﹤0.01%
2,178
+330
1536
$82.8K ﹤0.01%
505
+73
1537
$82.6K ﹤0.01%
2,710
+11
1538
$82.6K ﹤0.01%
414
+49
1539
$82.1K ﹤0.01%
762
+14
1540
$81.9K ﹤0.01%
344
-4
1541
$81.7K ﹤0.01%
3,200
1542
$81.6K ﹤0.01%
2,488
+154
1543
$81.5K ﹤0.01%
2,614
+977
1544
$81.5K ﹤0.01%
+683
1545
$81.2K ﹤0.01%
2,371
+120
1546
$80.8K ﹤0.01%
2,903
-20,847
1547
$80.6K ﹤0.01%
1,783
-270
1548
$80.6K ﹤0.01%
482
1549
$80.6K ﹤0.01%
880
+435
1550
$80.4K ﹤0.01%
2,081
60 61
62
63 64