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
1776
$5.78K ﹤0.01%
+55
1777
$5.76K ﹤0.01%
+191
1778
$5.75K ﹤0.01%
+187
1779
$5.75K ﹤0.01%
+419
1780
$5.74K ﹤0.01%
+168
1781
$5.74K ﹤0.01%
+140
1782
$5.73K ﹤0.01%
+30
1783
$5.73K ﹤0.01%
+304
1784
$5.7K ﹤0.01%
+250
1785
$5.69K ﹤0.01%
+86
1786
$5.69K ﹤0.01%
+309
1787
$5.67K ﹤0.01%
+160
1788
$5.62K ﹤0.01%
+240
1789
$5.58K ﹤0.01%
+425
1790
$5.58K ﹤0.01%
+297
1791
$5.51K ﹤0.01%
+771
1792
$5.5K ﹤0.01%
+1,251
1793
$5.5K ﹤0.01%
+250
1794
$5.49K ﹤0.01%
+85
1795
$5.48K ﹤0.01%
+178
1796
$5.46K ﹤0.01%
+846
1797
$5.45K ﹤0.01%
+200
1798
$5.44K ﹤0.01%
+51
1799
$5.42K ﹤0.01%
+45
1800
$5.4K ﹤0.01%
+102