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
1726
$54.4K ﹤0.01%
1,172
-419
1727
$54.2K ﹤0.01%
928
1728
$54.2K ﹤0.01%
647
1729
$54.1K ﹤0.01%
1,145
+120
1730
$54.1K ﹤0.01%
656
+556
1731
$54K ﹤0.01%
7,925
-1,250
1732
$53.9K ﹤0.01%
2,460
+557
1733
$53.8K ﹤0.01%
304
+51
1734
$53.7K ﹤0.01%
6,017
-782
1735
$53.6K ﹤0.01%
1,748
+211
1736
$53.5K ﹤0.01%
8,831
-520
1737
$53.5K ﹤0.01%
202
+7
1738
$53.4K ﹤0.01%
3,630
-28
1739
$53.4K ﹤0.01%
451
+27
1740
$53.3K ﹤0.01%
1,980
-36
1741
$53.2K ﹤0.01%
1,613
1742
$53.1K ﹤0.01%
965
+619
1743
$53K ﹤0.01%
1,100
1744
$52.8K ﹤0.01%
1,284
+108
1745
$52.7K ﹤0.01%
551
-3
1746
$52.7K ﹤0.01%
861
+139
1747
$52.6K ﹤0.01%
31
-451
1748
$52.6K ﹤0.01%
257
+22
1749
$52.6K ﹤0.01%
+1,105
1750
$52.6K ﹤0.01%
1,628
+322
68 69
70
71 72