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
1726
$6.58K ﹤0.01%
+150
1727
$6.57K ﹤0.01%
+492
1728
$6.56K ﹤0.01%
+300
1729
$6.54K ﹤0.01%
+220
1730
$6.54K ﹤0.01%
+206
1731
$6.5K ﹤0.01%
+3,675
1732
$6.5K ﹤0.01%
+73
1733
$6.48K ﹤0.01%
+163
1734
$6.47K ﹤0.01%
+100
1735
$6.45K ﹤0.01%
+51
1736
$6.45K ﹤0.01%
+100
1737
$6.45K ﹤0.01%
+1,023
1738
$6.4K ﹤0.01%
+280
1739
$6.39K ﹤0.01%
+1,260
1740
$6.37K ﹤0.01%
+79
1741
$6.35K ﹤0.01%
+100
1742
$6.35K ﹤0.01%
+200
1743
$6.34K ﹤0.01%
+1,000
1744
$6.34K ﹤0.01%
+300
1745
$6.3K ﹤0.01%
+47
1746
$6.3K ﹤0.01%
+50
1747
$6.25K ﹤0.01%
+200
1748
$6.24K ﹤0.01%
+250
1749
$6.23K ﹤0.01%
+217
1750
$6.2K ﹤0.01%
+180