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
1726
$7.59K ﹤0.01%
275
1727
$7.59K ﹤0.01%
137
-300
1728
$7.49K ﹤0.01%
105
1729
$7.42K ﹤0.01%
2,000
1730
$7.42K ﹤0.01%
171
+71
1731
$7.36K ﹤0.01%
180
1732
$7.35K ﹤0.01%
74
1733
$7.33K ﹤0.01%
2,348
1734
$7.28K ﹤0.01%
130
1735
$7.24K ﹤0.01%
120
1736
$7.22K ﹤0.01%
250
1737
$7.21K ﹤0.01%
1
1738
$7.21K ﹤0.01%
184
+169
1739
$7.17K ﹤0.01%
20
1740
$7.16K ﹤0.01%
200
1741
$7.13K ﹤0.01%
144
1742
$7.13K ﹤0.01%
276
1743
$7.11K ﹤0.01%
384
1744
$7.1K ﹤0.01%
100
+50
1745
$7.04K ﹤0.01%
300
1746
$7.04K ﹤0.01%
144
1747
$7.02K ﹤0.01%
+70
1748
$7K ﹤0.01%
370
1749
$6.93K ﹤0.01%
290
-40
1750
$6.9K ﹤0.01%
104
68 69
70
71 72