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
1751
$6.87K ﹤0.01%
10
1752
$6.83K ﹤0.01%
126
+106
1753
$6.83K ﹤0.01%
500
1754
$6.83K ﹤0.01%
160
1755
$6.79K ﹤0.01%
86
1756
$6.78K ﹤0.01%
315
1757
$6.78K ﹤0.01%
34
-931
1758
$6.77K ﹤0.01%
275
1759
$6.76K ﹤0.01%
57
+3
1760
$6.75K ﹤0.01%
383
1761
$6.74K ﹤0.01%
180
-1,486
1762
$6.73K ﹤0.01%
485
1763
$6.71K ﹤0.01%
250
1764
$6.7K ﹤0.01%
1,291
1765
$6.69K ﹤0.01%
248
1766
$6.68K ﹤0.01%
78
1767
$6.65K ﹤0.01%
120
1768
$6.64K ﹤0.01%
118
1769
$6.63K ﹤0.01%
569
1770
$6.61K ﹤0.01%
500
1771
$6.6K ﹤0.01%
55
1772
$6.58K ﹤0.01%
94
+21
1773
$6.55K ﹤0.01%
200
1774
$6.55K ﹤0.01%
224
-410
1775
$6.54K ﹤0.01%
104
69 70
71
72 73