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
1551
$12.6K ﹤0.01%
5
1552
$12.6K ﹤0.01%
90
+44
1553
$12.6K ﹤0.01%
1,950
1554
$12.6K ﹤0.01%
1,157
-2,397
1555
$12.5K ﹤0.01%
400
1556
$12.4K ﹤0.01%
513
+206
1557
$12.4K ﹤0.01%
366
1558
$12.3K ﹤0.01%
1,000
1559
$12.3K ﹤0.01%
725
-4,125
1560
$12.2K ﹤0.01%
425
-155
1561
$12.2K ﹤0.01%
+878
1562
$12.2K ﹤0.01%
568
-2,842
1563
$12.1K ﹤0.01%
1,039
1564
$12.1K ﹤0.01%
250
-12
1565
$12.1K ﹤0.01%
300
1566
$12.1K ﹤0.01%
357
+201
1567
$12.1K ﹤0.01%
+500
1568
$12K ﹤0.01%
100
1569
$12K ﹤0.01%
194
-1,439
1570
$12K ﹤0.01%
+103
1571
$12K ﹤0.01%
835
1572
$12K ﹤0.01%
229
+108
1573
$12K ﹤0.01%
126
+37
1574
$11.9K ﹤0.01%
875
1575
$11.9K ﹤0.01%
535
-5,849
61 62
63
64 65