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
1651
$64.6K ﹤0.01%
2,614
+463
1652
$64.6K ﹤0.01%
1,246
+1,008
1653
$64.4K ﹤0.01%
340
+38
1654
$64.1K ﹤0.01%
494
1655
$63.9K ﹤0.01%
801
1656
$63.9K ﹤0.01%
3,225
+2,740
1657
$63.9K ﹤0.01%
929
+100
1658
$63.6K ﹤0.01%
2,761
+101
1659
$63.6K ﹤0.01%
2,883
+212
1660
$63.1K ﹤0.01%
955
-526
1661
$63K ﹤0.01%
5,133
+61
1662
$62.7K ﹤0.01%
512
1663
$62.7K ﹤0.01%
474
+82
1664
$62.7K ﹤0.01%
2,511
-175
1665
$62.6K ﹤0.01%
873
+603
1666
$62.6K ﹤0.01%
+3,200
1667
$62.2K ﹤0.01%
219
+108
1668
$62K ﹤0.01%
1,023
+231
1669
$61.8K ﹤0.01%
3,001
1670
$61.8K ﹤0.01%
1,513
+486
1671
$61.2K ﹤0.01%
412
+20
1672
$61.1K ﹤0.01%
905
-476
1673
$61K ﹤0.01%
2,377
+254
1674
$61K ﹤0.01%
753
+1
1675
$60.9K ﹤0.01%
256
+30
65 66
67
68 69