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
1826
$44.7K ﹤0.01%
1,750
1827
$44.7K ﹤0.01%
1,152
-24
1828
$44.6K ﹤0.01%
1,536
-4
1829
$44.6K ﹤0.01%
1,534
+157
1830
$44.6K ﹤0.01%
1,820
+820
1831
$44.5K ﹤0.01%
1,470
-65
1832
$44.5K ﹤0.01%
2,326
-1,116
1833
$44.5K ﹤0.01%
375
-9
1834
$44.5K ﹤0.01%
1,046
-903
1835
$44.5K ﹤0.01%
646
+15
1836
$44.4K ﹤0.01%
1,596
+305
1837
$44.4K ﹤0.01%
624
1838
$44.4K ﹤0.01%
1,709
+738
1839
$44.1K ﹤0.01%
1,003
-42
1840
$44.1K ﹤0.01%
685
1841
$44K ﹤0.01%
748
+1
1842
$44K ﹤0.01%
1,435
1843
$43.9K ﹤0.01%
1,210
+108
1844
$43.9K ﹤0.01%
860
+560
1845
$43.7K ﹤0.01%
1,525
+1,210
1846
$43.6K ﹤0.01%
816
1847
$43.4K ﹤0.01%
66
1848
$43.4K ﹤0.01%
785
-386
1849
$43.4K ﹤0.01%
1,100
1850
$43.3K ﹤0.01%
535
72 73
74
75 76