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
1826
$5.85K ﹤0.01%
70
1827
$5.82K ﹤0.01%
100
1828
$5.8K ﹤0.01%
50
1829
$5.8K ﹤0.01%
123
1830
$5.8K ﹤0.01%
441
1831
$5.77K ﹤0.01%
+220
1832
$5.72K ﹤0.01%
200
1833
$5.71K ﹤0.01%
191
1834
$5.71K ﹤0.01%
207
1835
$5.7K ﹤0.01%
500
1836
$5.68K ﹤0.01%
150
1837
$5.67K ﹤0.01%
30
1838
$5.65K ﹤0.01%
250
1839
$5.64K ﹤0.01%
51
-5,524
1840
$5.63K ﹤0.01%
200
1841
$5.62K ﹤0.01%
124
+24
1842
$5.62K ﹤0.01%
50
1843
$5.62K ﹤0.01%
172
+125
1844
$5.61K ﹤0.01%
+500
1845
$5.61K ﹤0.01%
+500
1846
$5.57K ﹤0.01%
42
1847
$5.54K ﹤0.01%
+93
1848
$5.5K ﹤0.01%
97
1849
$5.48K ﹤0.01%
218
-23,274
1850
$5.46K ﹤0.01%
+83
72 73
74
75 76