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
1776
$6.52K ﹤0.01%
350
1777
$6.49K ﹤0.01%
400
1778
$6.46K ﹤0.01%
317
1779
$6.46K ﹤0.01%
79
1780
$6.45K ﹤0.01%
217
1781
$6.39K ﹤0.01%
200
1782
$6.38K ﹤0.01%
+122
1783
– –
0
1784
$6.37K ﹤0.01%
91
1785
$6.36K ﹤0.01%
186
1786
$6.33K ﹤0.01%
76
-65
1787
$6.33K ﹤0.01%
51
1788
$6.33K ﹤0.01%
100
1789
$6.31K ﹤0.01%
168
1790
$6.29K ﹤0.01%
236
1791
$6.28K ﹤0.01%
+75
1792
$6.26K ﹤0.01%
537
1793
$6.26K ﹤0.01%
415
1794
$6.25K ﹤0.01%
150
+100
1795
$6.24K ﹤0.01%
858
+12
1796
$6.22K ﹤0.01%
+446
1797
$6.22K ﹤0.01%
160
1798
$6.22K ﹤0.01%
229
-22
1799
$6.21K ﹤0.01%
300
1800
$6.17K ﹤0.01%
154
70 71
72
73 74