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
1676
$60.8K ﹤0.01%
2,800
+200
1677
$60.5K ﹤0.01%
2,084
-857
1678
$60.5K ﹤0.01%
3,384
-414
1679
$60.5K ﹤0.01%
2,033
1680
$60K ﹤0.01%
678
1681
$59.8K ﹤0.01%
3,103
+200
1682
$59.7K ﹤0.01%
37,330
1683
$59.7K ﹤0.01%
2,844
1684
$59.6K ﹤0.01%
3,789
+481
1685
$59.5K ﹤0.01%
1,930
-620
1686
$59.3K ﹤0.01%
595
1687
$59.1K ﹤0.01%
1,654
+281
1688
$58.8K ﹤0.01%
1,131
1689
$58.8K ﹤0.01%
933
+240
1690
$58.7K ﹤0.01%
1,452
-800
1691
$58.7K ﹤0.01%
+3,085
1692
$58.5K ﹤0.01%
1,556
+14
1693
$58.3K ﹤0.01%
2,275
+235
1694
$58.3K ﹤0.01%
1,036
-639
1695
$58K ﹤0.01%
823
+275
1696
$57.8K ﹤0.01%
1,710
1697
$57.7K ﹤0.01%
1,300
1698
$57.6K ﹤0.01%
406
-2
1699
$57.5K ﹤0.01%
1,541
1700
$57.2K ﹤0.01%
1,511
+15
66 67
68
69 70