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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$24.1K ﹤0.01%
574
1602
$24.1K ﹤0.01%
275
1603
$24K ﹤0.01%
+1,749
1604
$23.9K ﹤0.01%
3,000
-2,500
1605
$23.9K ﹤0.01%
1,100
1606
$23.9K ﹤0.01%
144
1607
$23.8K ﹤0.01%
+945
1608
$23.8K ﹤0.01%
1,902
1609
$23.8K ﹤0.01%
1,207
+1,087
1610
$23.7K ﹤0.01%
1,375
+100
1611
$23.7K ﹤0.01%
200
1612
$23.6K ﹤0.01%
570
+4
1613
$23.6K ﹤0.01%
856
-7
1614
$23.3K ﹤0.01%
250
1615
$23.2K ﹤0.01%
691
1616
$23.1K ﹤0.01%
311
1617
$23.1K ﹤0.01%
500
1618
$23.1K ﹤0.01%
+659
1619
$22.8K ﹤0.01%
1,200
1620
$22.8K ﹤0.01%
925
1621
$22.6K ﹤0.01%
2,040
1622
$22.6K ﹤0.01%
355
1623
$22.5K ﹤0.01%
750
1624
$22.4K ﹤0.01%
640
1625
$22.4K ﹤0.01%
+677
63 64
65
66 67