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
1601
$70.9K ﹤0.01%
2,092
+136
1602
$70.8K ﹤0.01%
5,108
1603
$70.8K ﹤0.01%
920
+4
1604
$70.8K ﹤0.01%
10,123
-800
1605
$70.7K ﹤0.01%
718
1606
$70.3K ﹤0.01%
608
+585
1607
$70.3K ﹤0.01%
2,850
1608
$69.9K ﹤0.01%
2,000
1609
$69.7K ﹤0.01%
218
1610
$69.7K ﹤0.01%
2,326
-4,065
1611
$69.6K ﹤0.01%
6,868
-2,434
1612
$69.6K ﹤0.01%
461
-33
1613
$69.5K ﹤0.01%
1,088
+540
1614
$69.2K ﹤0.01%
1,764
1615
$69.2K ﹤0.01%
1,244
+60
1616
$69K ﹤0.01%
5,000
+1,000
1617
$68.9K ﹤0.01%
1,407
+238
1618
$68.8K ﹤0.01%
1,380
1619
$68.7K ﹤0.01%
390
1620
$68.5K ﹤0.01%
175
+39
1621
$68.5K ﹤0.01%
5,000
1622
$68.3K ﹤0.01%
2,397
+830
1623
$68.3K ﹤0.01%
173
-44
1624
$67.7K ﹤0.01%
2,649
+1
1625
$67.7K ﹤0.01%
1,520
-253
63 64
65
66 67