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
1601
$10.9K ﹤0.01%
400
1602
$10.9K ﹤0.01%
500
1603
$10.9K ﹤0.01%
420
-912
1604
$10.8K ﹤0.01%
1,150
1605
$10.7K ﹤0.01%
+796
1606
$10.7K ﹤0.01%
183
1607
$10.7K ﹤0.01%
100
1608
$10.7K ﹤0.01%
+96
1609
$10.7K ﹤0.01%
351
1610
$10.7K ﹤0.01%
+1,000
1611
$10.6K ﹤0.01%
+150
1612
$10.6K ﹤0.01%
275
1613
$10.5K ﹤0.01%
227
+1
1614
$10.5K ﹤0.01%
642
1615
$10.4K ﹤0.01%
219
+169
1616
$10.4K ﹤0.01%
204
1617
$10.4K ﹤0.01%
370
1618
$10.4K ﹤0.01%
+600
1619
$10.3K ﹤0.01%
350
1620
$10.3K ﹤0.01%
1,200
1621
$10.3K ﹤0.01%
+191
1622
$10.3K ﹤0.01%
624
+211
1623
$10.3K ﹤0.01%
170
1624
$10.3K ﹤0.01%
+493
1625
$10.2K ﹤0.01%
5,600
+5,000
63 64
65
66 67