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
1801
$6.17K ﹤0.01%
+260
1802
$6.16K ﹤0.01%
184
-3
1803
$6.14K ﹤0.01%
400
1804
$6.13K ﹤0.01%
100
1805
$6.13K ﹤0.01%
96
-1
1806
$6.12K ﹤0.01%
+100
1807
$6.09K ﹤0.01%
309
1808
$6.06K ﹤0.01%
1,260
1809
$6.05K ﹤0.01%
+700
1810
$6.05K ﹤0.01%
300
1811
$6.05K ﹤0.01%
47
1812
$6.04K ﹤0.01%
100
1813
$6.04K ﹤0.01%
1,000
1814
$6.02K ﹤0.01%
+896
1815
$6K ﹤0.01%
+150
1816
$5.99K ﹤0.01%
+111
1817
$5.99K ﹤0.01%
+200
1818
$5.98K ﹤0.01%
100
-200
1819
$5.95K ﹤0.01%
+190
1820
$5.94K ﹤0.01%
203
+25
1821
$5.93K ﹤0.01%
264
-1,315
1822
$5.93K ﹤0.01%
550
1823
$5.89K ﹤0.01%
+122
1824
$5.88K ﹤0.01%
50
1825
$5.86K ﹤0.01%
44
71 72
73
74 75