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
1851
$5.44K ﹤0.01%
100
1852
$5.42K ﹤0.01%
324
1853
$5.41K ﹤0.01%
1,250
1854
$5.41K ﹤0.01%
40
1855
$5.38K ﹤0.01%
73
1856
$5.38K ﹤0.01%
180
-6,608
1857
$5.35K ﹤0.01%
250
1858
$5.32K ﹤0.01%
309
1859
$5.31K ﹤0.01%
492
1860
$5.27K ﹤0.01%
775
+7
1861
$5.25K ﹤0.01%
100
1862
$5.25K ﹤0.01%
250
1863
$5.25K ﹤0.01%
85
1864
$5.24K ﹤0.01%
64
1865
$5.24K ﹤0.01%
250
1866
$5.24K ﹤0.01%
45
1867
$5.19K ﹤0.01%
280
+120
1868
$5.15K ﹤0.01%
400
1869
$5.14K ﹤0.01%
150
1870
$5.11K ﹤0.01%
225
-75
1871
$5.07K ﹤0.01%
112
1872
$5.04K ﹤0.01%
57
1873
$5.03K ﹤0.01%
60
1874
$5.02K ﹤0.01%
200
1875
$4.97K ﹤0.01%
171
+3
73 74
75
76 77