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
1651
$9.4K ﹤0.01%
285
1652
$9.38K ﹤0.01%
270
1653
$9.31K ﹤0.01%
381
+17
1654
$9.31K ﹤0.01%
367
1655
$9.31K ﹤0.01%
339
1656
$9.26K ﹤0.01%
1,000
1657
$9.19K ﹤0.01%
1,000
1658
$9.18K ﹤0.01%
100
1659
$9.18K ﹤0.01%
2,000
1660
$9.16K ﹤0.01%
285
-15
1661
$9.14K ﹤0.01%
1,000
+500
1662
$9.11K ﹤0.01%
250
1663
$9.1K ﹤0.01%
125
1664
$9.07K ﹤0.01%
270
-300
1665
$9.07K ﹤0.01%
631
1666
$9.03K ﹤0.01%
600
1667
$9.02K ﹤0.01%
304
+228
1668
$9K ﹤0.01%
550
1669
$9K ﹤0.01%
262
-208
1670
$8.98K ﹤0.01%
1,230
-413
1671
$8.97K ﹤0.01%
300
1672
$8.91K ﹤0.01%
150
1673
$8.88K ﹤0.01%
312
1674
$8.86K ﹤0.01%
266
-226
1675
$8.86K ﹤0.01%
200
65 66
67
68 69