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
1701
$8.22K ﹤0.01%
1,000
1702
$8.2K ﹤0.01%
328
1703
$8.19K ﹤0.01%
212
+3
1704
$8.18K ﹤0.01%
500
1705
$8.15K ﹤0.01%
+321
1706
$8.06K ﹤0.01%
+210
1707
$8.04K ﹤0.01%
+159
1708
$8.03K ﹤0.01%
+125
1709
$8K ﹤0.01%
152
1710
$7.98K ﹤0.01%
238
-85
1711
$7.88K ﹤0.01%
192
1712
$7.85K ﹤0.01%
618
-50
1713
$7.79K ﹤0.01%
100
1714
$7.79K ﹤0.01%
180
1715
$7.78K ﹤0.01%
+285
1716
$7.76K ﹤0.01%
250
1717
$7.75K ﹤0.01%
250
1718
$7.74K ﹤0.01%
6
1719
$7.73K ﹤0.01%
90
1720
$7.72K ﹤0.01%
1,500
-500
1721
$7.68K ﹤0.01%
512
1722
$7.66K ﹤0.01%
160
1723
$7.66K ﹤0.01%
394
-85
1724
$7.65K ﹤0.01%
99
1725
$7.62K ﹤0.01%
69
67 68
69
70 71