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
1701
$6.91K ﹤0.01%
+309
1702
$6.89K ﹤0.01%
+452
1703
$6.88K ﹤0.01%
+364
1704
$6.88K ﹤0.01%
+1,600
1705
$6.88K ﹤0.01%
+150
1706
$6.87K ﹤0.01%
+46
1707
$6.84K ﹤0.01%
+186
1708
$6.83K ﹤0.01%
+370
1709
$6.82K ﹤0.01%
+430
1710
$6.81K ﹤0.01%
+91
1711
$6.78K ﹤0.01%
+441
1712
$6.77K ﹤0.01%
+354
1713
$6.76K ﹤0.01%
+144
1714
$6.76K ﹤0.01%
+226
1715
$6.76K ﹤0.01%
+1,031
1716
$6.74K ﹤0.01%
+162
1717
$6.7K ﹤0.01%
+322
1718
$6.68K ﹤0.01%
+400
1719
$6.67K ﹤0.01%
+90
1720
$6.66K ﹤0.01%
+120
1721
$6.64K ﹤0.01%
+78
1722
$6.63K ﹤0.01%
+350
1723
$6.62K ﹤0.01%
+479
1724
$6.59K ﹤0.01%
+415
1725
$6.58K ﹤0.01%
+200