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
1551
$80.1K ﹤0.01%
+3,819
1552
$79.8K ﹤0.01%
2,098
-434
1553
$79.4K ﹤0.01%
2,225
-850
1554
$78.8K ﹤0.01%
217
+56
1555
$78.8K ﹤0.01%
4,448
-4,610
1556
$78.5K ﹤0.01%
1,342
-1,056
1557
$78.4K ﹤0.01%
+2,700
1558
$78.3K ﹤0.01%
1,172
+47
1559
$78.3K ﹤0.01%
+3,180
1560
$78.2K ﹤0.01%
1,490
-900
1561
$78.2K ﹤0.01%
7,780
1562
$78.1K ﹤0.01%
608
1563
$77.7K ﹤0.01%
14,253
-276
1564
$77.5K ﹤0.01%
10,755
1565
$77.4K ﹤0.01%
4,525
1566
$77.3K ﹤0.01%
1,404
1567
$77.1K ﹤0.01%
1,506
-1,173
1568
$76.9K ﹤0.01%
4,045
+913
1569
$76.5K ﹤0.01%
2,375
-175
1570
$76.5K ﹤0.01%
10,800
+9,100
1571
$76K ﹤0.01%
5,665
+4,865
1572
$75.8K ﹤0.01%
1,013
+133
1573
$75.5K ﹤0.01%
1,978
1574
$75.4K ﹤0.01%
+2,525
1575
$75.4K ﹤0.01%
1,116
-2,478
61 62
63
64 65