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
1626
$67.7K ﹤0.01%
1,100
1627
$67.5K ﹤0.01%
6,850
-6,150
1628
$67.3K ﹤0.01%
1,427
+153
1629
$67.2K ﹤0.01%
1,592
+209
1630
$67.2K ﹤0.01%
8,745
1631
$67.1K ﹤0.01%
1,767
+330
1632
$67K ﹤0.01%
2,304
-425
1633
$66.7K ﹤0.01%
2,200
+416
1634
$66.6K ﹤0.01%
1,110
+168
1635
$66.6K ﹤0.01%
1,285
1636
$66.5K ﹤0.01%
6,608
+72
1637
$66.3K ﹤0.01%
426
+46
1638
$66.3K ﹤0.01%
130
-27
1639
$66.2K ﹤0.01%
1,069
-61
1640
$66.1K ﹤0.01%
2,422
+5
1641
$66K ﹤0.01%
4,359
+32
1642
$65.9K ﹤0.01%
1,083
1643
$65.3K ﹤0.01%
1,131
1644
$65.3K ﹤0.01%
1,876
+1,778
1645
$65.2K ﹤0.01%
2,415
1646
$65.1K ﹤0.01%
1,150
1647
$65.1K ﹤0.01%
800
-40
1648
$64.7K ﹤0.01%
4,719
-38,814
1649
$64.7K ﹤0.01%
2,000
-70
1650
$64.7K ﹤0.01%
1,800
64 65
66
67 68