APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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
+$2.56M
2
+$2.56M
3
+$2.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.03M

Top Sells

1
+$2.47M
2
+$1.43M
3
+$1.42M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M

Sector Composition

1 Technology 9.1%
2 Financials 5.98%
3 Healthcare 4.72%
4 Communication Services 4.5%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$12.6K ﹤0.01%
90
+44
1552
$12.6K ﹤0.01%
1,950
1553
$12.6K ﹤0.01%
1,157
-2,397
1554
$12.5K ﹤0.01%
400
1555
$12.4K ﹤0.01%
513
+206
1556
$12.4K ﹤0.01%
366
1557
$12.3K ﹤0.01%
1,000
1558
$12.3K ﹤0.01%
725
-4,125
1559
$12.2K ﹤0.01%
425
-155
1560
$12.2K ﹤0.01%
+878
1561
$12.2K ﹤0.01%
568
-2,842
1562
$12.1K ﹤0.01%
1,039
1563
$12.1K ﹤0.01%
250
-12
1564
$12.1K ﹤0.01%
300
1565
$12.1K ﹤0.01%
357
+201
1566
$12.1K ﹤0.01%
+500
1567
$12K ﹤0.01%
100
1568
$12K ﹤0.01%
194
-1,439
1569
$12K ﹤0.01%
+103
1570
$12K ﹤0.01%
835
1571
$12K ﹤0.01%
229
+108
1572
$12K ﹤0.01%
126
+37
1573
$11.9K ﹤0.01%
875
1574
$11.9K ﹤0.01%
535
-5,849
1575
$11.9K ﹤0.01%
400
61 62
63
64 65