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
1576
$75.3K ﹤0.01%
1,000
1577
$75.3K ﹤0.01%
1,213
+5
1578
$75.2K ﹤0.01%
1,509
+142
1579
$74.7K ﹤0.01%
837
+135
1580
$74.7K ﹤0.01%
2,600
-681
1581
$74.4K ﹤0.01%
2,930
-1,190
1582
$74.3K ﹤0.01%
307
-20
1583
$74K ﹤0.01%
3,401
+1,823
1584
$74K ﹤0.01%
1,196
+116
1585
$73.4K ﹤0.01%
665
+512
1586
$73.2K ﹤0.01%
241
1587
$73K ﹤0.01%
916
1588
$72.9K ﹤0.01%
+1,015
1589
$72.8K ﹤0.01%
1,300
-357
1590
$72.3K ﹤0.01%
7,300
1591
$72.2K ﹤0.01%
3,403
+2,394
1592
$72.2K ﹤0.01%
7,779
1593
$71.9K ﹤0.01%
1,604
-423
1594
$71.7K ﹤0.01%
2,015
-84
1595
$71.7K ﹤0.01%
1,194
-344
1596
$71.6K ﹤0.01%
2,730
+508
1597
$71.4K ﹤0.01%
2,154
1598
$71.1K ﹤0.01%
6,136
+44
1599
$71.1K ﹤0.01%
697
-29
1600
$71K ﹤0.01%
727
+6
62 63
64
65 66