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
1626
$8.32K ﹤0.01%
+786
1627
$8.32K ﹤0.01%
+328
1628
$8.28K ﹤0.01%
+150
1629
$8.26K ﹤0.01%
+105
1630
$8.26K ﹤0.01%
+320
1631
$8.19K ﹤0.01%
+307
1632
$8.19K ﹤0.01%
+192
1633
$8.18K ﹤0.01%
+100
1634
$8.1K ﹤0.01%
+68
1635
$8.08K ﹤0.01%
+424
1636
$8.05K ﹤0.01%
+250
1637
$8.04K ﹤0.01%
+315
1638
$8.04K ﹤0.01%
+400
1639
$8.02K ﹤0.01%
+602
1640
$7.94K ﹤0.01%
+93
1641
$7.92K ﹤0.01%
+20
1642
$7.92K ﹤0.01%
+160
1643
$7.91K ﹤0.01%
+675
1644
$7.89K ﹤0.01%
+200
1645
$7.86K ﹤0.01%
+6
1646
$7.86K ﹤0.01%
+160
1647
$7.85K ﹤0.01%
+144
1648
$7.82K ﹤0.01%
+60
1649
$7.72K ﹤0.01%
+382
1650
$7.65K ﹤0.01%
+114