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
1676
$8.84K ﹤0.01%
2,250
1677
$8.8K ﹤0.01%
666
1678
$8.77K ﹤0.01%
114
-1,100
1679
$8.77K ﹤0.01%
65
1680
$8.75K ﹤0.01%
750
1681
$8.74K ﹤0.01%
+962
1682
$8.73K ﹤0.01%
50
1683
$8.7K ﹤0.01%
200
1684
$8.7K ﹤0.01%
319
-80
1685
$8.67K ﹤0.01%
170
1686
$8.51K ﹤0.01%
200
+37
1687
$8.5K ﹤0.01%
93
-7
1688
$8.49K ﹤0.01%
590
1689
$8.45K ﹤0.01%
786
1690
$8.44K ﹤0.01%
200
1691
$8.43K ﹤0.01%
114
1692
$8.39K ﹤0.01%
205
-140
1693
$8.38K ﹤0.01%
200
-104
1694
$8.37K ﹤0.01%
449
1695
$8.35K ﹤0.01%
68
1696
$8.33K ﹤0.01%
387
+8
1697
$8.31K ﹤0.01%
122
1698
$8.28K ﹤0.01%
117
1699
$8.24K ﹤0.01%
320
1700
$8.23K ﹤0.01%
160
+68
66 67
68
69 70