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
1651
$7.62K ﹤0.01%
+275
1652
$7.61K ﹤0.01%
+69
1653
$7.6K ﹤0.01%
+2,000
1654
$7.58K ﹤0.01%
+120
1655
$7.57K ﹤0.01%
+160
1656
$7.55K ﹤0.01%
+250
1657
$7.54K ﹤0.01%
+293
1658
$7.53K ﹤0.01%
+1,291
1659
$7.51K ﹤0.01%
+500
1660
$7.47K ﹤0.01%
+75
1661
$7.46K ﹤0.01%
+154
1662
$7.45K ﹤0.01%
+50
1663
$7.44K ﹤0.01%
+77
1664
$7.43K ﹤0.01%
+215
1665
$7.43K ﹤0.01%
+118
1666
$7.42K ﹤0.01%
+27
1667
$7.42K ﹤0.01%
+100
1668
$7.41K ﹤0.01%
+74
1669
$7.4K ﹤0.01%
+400
1670
$7.4K ﹤0.01%
+50
1671
$7.39K ﹤0.01%
+144
1672
$7.35K ﹤0.01%
+104
1673
$7.33K ﹤0.01%
+121
1674
$7.32K ﹤0.01%
+1,000
1675
$7.32K ﹤0.01%
+251