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
$672M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.46M
3
+$2.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.99M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.97M

Top Sells

1
+$2.39M
2
+$1.42M
3
+$1.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M

Sector Composition

1 Technology 9.13%
2 Financials 5.97%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$10.2K ﹤0.01%
5,600
+5,000
1627
$10.2K ﹤0.01%
221
-4
1628
$10.1K ﹤0.01%
1,849
1629
$10.1K ﹤0.01%
252
1630
$10K ﹤0.01%
616
1631
$10K ﹤0.01%
2,531
1632
$9.94K ﹤0.01%
+425
1633
$9.93K ﹤0.01%
400
1634
$9.9K ﹤0.01%
51
+45
1635
$9.82K ﹤0.01%
2,050
+900
1636
$9.8K ﹤0.01%
278
+108
1637
$9.8K ﹤0.01%
796
-12,607
1638
$9.76K ﹤0.01%
66
1639
$9.74K ﹤0.01%
146
1640
$9.69K ﹤0.01%
2
1641
$9.65K ﹤0.01%
900
-300
1642
$9.63K ﹤0.01%
1,609
1643
$9.61K ﹤0.01%
177
+138
1644
$9.59K ﹤0.01%
400
1645
$9.58K ﹤0.01%
93
1646
$9.56K ﹤0.01%
575
-100
1647
$9.51K ﹤0.01%
196
+96
1648
$9.49K ﹤0.01%
650
1649
$9.48K ﹤0.01%
+745
1650
$9.47K ﹤0.01%
350
64 65
66
67 68