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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$19K ﹤0.01%
36
+4
1677
$19K ﹤0.01%
1,920
-100
1678
$18.8K ﹤0.01%
1,242
1679
$18.8K ﹤0.01%
+300
1680
$18.8K ﹤0.01%
200
1681
$18.7K ﹤0.01%
580
1682
$18.7K ﹤0.01%
1,462
-13,133
1683
$18.5K ﹤0.01%
1,500
-250
1684
$18.4K ﹤0.01%
610
+150
1685
$18.4K ﹤0.01%
4,000
1686
$18.4K ﹤0.01%
2,600
1687
$18.3K ﹤0.01%
278
-865
1688
$18.3K ﹤0.01%
2,393
1689
$18.2K ﹤0.01%
278
1690
$18.2K ﹤0.01%
672
1691
$18.1K ﹤0.01%
670
+350
1692
$18.1K ﹤0.01%
306
-21
1693
$18.1K ﹤0.01%
732
1694
$18.1K ﹤0.01%
200
-40
1695
$18K ﹤0.01%
800
1696
$17.9K ﹤0.01%
131
-70
1697
$17.9K ﹤0.01%
192
1698
$17.9K ﹤0.01%
250
1699
$17.9K ﹤0.01%
570
+400
1700
$17.8K ﹤0.01%
+2,000
66 67
68
69 70