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
1701
$57.2K ﹤0.01%
297
1702
$57.2K ﹤0.01%
2,119
+22
1703
$57.2K ﹤0.01%
755
+114
1704
$57.1K ﹤0.01%
2,750
1705
$57.1K ﹤0.01%
736
-3,659
1706
$57K ﹤0.01%
1,018
+104
1707
$56.7K ﹤0.01%
944
+110
1708
$56.6K ﹤0.01%
2,634
+13
1709
$56.3K ﹤0.01%
1,720
+1,520
1710
$56.2K ﹤0.01%
3,550
+3,000
1711
$55.9K ﹤0.01%
1,836
-375
1712
$55.8K ﹤0.01%
1,219
-22
1713
$55.8K ﹤0.01%
1,147
+1,132
1714
$55.7K ﹤0.01%
563
+62
1715
$55.6K ﹤0.01%
2,112
1716
$55.4K ﹤0.01%
3,650
1717
$55.3K ﹤0.01%
5,003
-1,107
1718
$55.2K ﹤0.01%
3,124
+264
1719
$55.1K ﹤0.01%
1,066
+12
1720
$55K ﹤0.01%
1,925
1721
$55K ﹤0.01%
365
+97
1722
$54.9K ﹤0.01%
1,501
+252
1723
$54.8K ﹤0.01%
379
+37
1724
$54.4K ﹤0.01%
1,654
+1,404
1725
$54.4K ﹤0.01%
776
+84
67 68
69
70 71