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
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$9.04K ﹤0.01%
+2,000
1602
$9.04K ﹤0.01%
+200
1603
$9K ﹤0.01%
+99
1604
$8.97K ﹤0.01%
+364
1605
$8.92K ﹤0.01%
+666
1606
$8.91K ﹤0.01%
+312
1607
$8.89K ﹤0.01%
+122
1608
$8.85K ﹤0.01%
+200
1609
$8.81K ﹤0.01%
+65
1610
$8.78K ﹤0.01%
+300
1611
$8.78K ﹤0.01%
+200
1612
$8.75K ﹤0.01%
+1,000
1613
$8.73K ﹤0.01%
+338
1614
$8.71K ﹤0.01%
+200
1615
$8.71K ﹤0.01%
+1,150
1616
$8.66K ﹤0.01%
+227
1617
$8.64K ﹤0.01%
+180
1618
$8.62K ﹤0.01%
+1,849
1619
$8.59K ﹤0.01%
+209
1620
$8.58K ﹤0.01%
+680
1621
$8.55K ﹤0.01%
+264
1622
$8.55K ﹤0.01%
+379
1623
$8.54K ﹤0.01%
+276
1624
$8.47K ﹤0.01%
+330
1625
$8.44K ﹤0.01%
+755
63 64
65
66 67