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
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
$4.81K ﹤0.01%
+30
1852
$4.79K ﹤0.01%
+47
1853
$4.78K ﹤0.01%
+97
1854
$4.77K ﹤0.01%
+150
1855
$4.76K ﹤0.01%
+43
1856
$4.74K ﹤0.01%
+214
1857
$4.74K ﹤0.01%
+97
1858
$4.74K ﹤0.01%
+93
1859
$4.73K ﹤0.01%
+219
1860
$4.73K ﹤0.01%
+200
1861
$4.72K ﹤0.01%
+2,000
1862
$4.72K ﹤0.01%
+100
1863
$4.71K ﹤0.01%
+125
1864
$4.69K ﹤0.01%
+240
1865
$4.68K ﹤0.01%
+95
1866
$4.67K ﹤0.01%
+100
1867
$4.66K ﹤0.01%
+800
1868
$4.65K ﹤0.01%
+191
1869
$4.59K ﹤0.01%
+10
1870
$4.57K ﹤0.01%
+450
1871
$4.56K ﹤0.01%
+400
1872
$4.56K ﹤0.01%
+84
1873
$4.52K ﹤0.01%
+40
1874
$4.51K ﹤0.01%
+30
1875
$4.47K ﹤0.01%
+349
73 74
75
76 77