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
1751
$52.6K ﹤0.01%
2,304
+422
1752
$52.5K ﹤0.01%
9,150
1753
$52.5K ﹤0.01%
1,237
+30
1754
$52.4K ﹤0.01%
1,030
+85
1755
$52.2K ﹤0.01%
510
+207
1756
$52.1K ﹤0.01%
700
1757
$52.1K ﹤0.01%
42
1758
$51.9K ﹤0.01%
1,575
+1,500
1759
$51.6K ﹤0.01%
3,030
+437
1760
$51.6K ﹤0.01%
435
+86
1761
$51.6K ﹤0.01%
1,225
1762
$51.5K ﹤0.01%
993
-22
1763
$51.5K ﹤0.01%
1,031
-115
1764
$51.5K ﹤0.01%
2,750
+950
1765
$50.9K ﹤0.01%
3,313
+2,700
1766
$50.7K ﹤0.01%
2,293
-525
1767
$50.6K ﹤0.01%
6,025
-6,750
1768
$50.6K ﹤0.01%
2,896
+257
1769
$50.5K ﹤0.01%
2,808
+9
1770
$50.5K ﹤0.01%
617
+41
1771
$50.4K ﹤0.01%
425
-42
1772
$49.8K ﹤0.01%
520
-1,322
1773
$49.6K ﹤0.01%
817
1774
$49.6K ﹤0.01%
2,018
+1,837
1775
$49.6K ﹤0.01%
1,185
69 70
71
72 73