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
151
$946K 0.14%
4,152
+557
152
$939K 0.14%
8,622
+332
153
$936K 0.14%
6,370
+804
154
$932K 0.14%
55,320
-2,692
155
$928K 0.14%
10,689
+1,751
156
$925K 0.14%
34,982
-1,069
157
$924K 0.14%
14,124
+2,342
158
$920K 0.14%
5,252
+435
159
$918K 0.14%
5,386
+1,917
160
$909K 0.14%
9,476
-2,567
161
$907K 0.13%
6,174
-326
162
$907K 0.13%
17,114
+3,381
163
$903K 0.13%
54,955
-1,318
164
$888K 0.13%
19,735
+85
165
$882K 0.13%
7,352
+4,464
166
$872K 0.13%
47,700
+10,459
167
$870K 0.13%
+34,705
168
$860K 0.13%
13,016
-420
169
$859K 0.13%
14,335
+1,107
170
$854K 0.13%
27,984
-22,711
171
$844K 0.13%
21,092
+670
172
$826K 0.12%
5,099
+812
173
$821K 0.12%
18,927
+1,301
174
$818K 0.12%
14,759
+681
175
$813K 0.12%
5,596
+1,550
5 6
7
8 9