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
1776
$49.5K ﹤0.01%
+2,511
1777
$49.5K ﹤0.01%
189
+59
1778
$49.3K ﹤0.01%
686
+539
1779
$49.1K ﹤0.01%
2,604
+46
1780
$49K ﹤0.01%
1,400
1781
$48.8K ﹤0.01%
1,608
+1,308
1782
$48.8K ﹤0.01%
2,982
+1,515
1783
$48.8K ﹤0.01%
+2,220
1784
$48.7K ﹤0.01%
3,801
+38
1785
$48.6K ﹤0.01%
957
+113
1786
$48.5K ﹤0.01%
1,633
+4
1787
$48.5K ﹤0.01%
1,470
+870
1788
$48.5K ﹤0.01%
5,801
+1,200
1789
$48.2K ﹤0.01%
541
+68
1790
$48.1K ﹤0.01%
1,272
1791
$47.8K ﹤0.01%
831
+115
1792
$47.7K ﹤0.01%
1,480
-450
1793
$47.6K ﹤0.01%
355
+42
1794
$47.3K ﹤0.01%
7,125
-1,490
1795
$47.2K ﹤0.01%
525
-1
1796
$47.2K ﹤0.01%
3,715
-1,825
1797
$47.2K ﹤0.01%
180
1798
$47.2K ﹤0.01%
1,631
+583
1799
$47K ﹤0.01%
7,135
+2,631
1800
$46.6K ﹤0.01%
1,000
70 71
72
73 74