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
1676
$7.31K ﹤0.01%
+54
1677
$7.3K ﹤0.01%
+300
1678
$7.26K ﹤0.01%
+449
1679
$7.24K ﹤0.01%
+413
1680
$7.22K ﹤0.01%
+537
1681
$7.18K ﹤0.01%
+275
1682
$7.12K ﹤0.01%
+93
1683
$7.12K ﹤0.01%
+400
1684
$7.09K ﹤0.01%
+500
1685
$7.09K ﹤0.01%
+383
1686
$7.08K ﹤0.01%
+4,000
1687
$7.07K ﹤0.01%
+345
1688
$7.06K ﹤0.01%
+152
1689
$7.05K ﹤0.01%
+248
1690
$7.04K ﹤0.01%
+170
1691
$7.04K ﹤0.01%
+250
1692
$7.03K ﹤0.01%
+10
1693
$7.03K ﹤0.01%
+100
1694
$7.01K ﹤0.01%
+252
1695
$6.99K ﹤0.01%
+485
1696
$6.97K ﹤0.01%
+1,250
1697
$6.97K ﹤0.01%
+255
1698
$6.96K ﹤0.01%
+500
1699
$6.92K ﹤0.01%
+176
1700
$6.91K ﹤0.01%
+384