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
1876
$4.46K ﹤0.01%
+525
1877
$4.45K ﹤0.01%
+170
1878
$4.43K ﹤0.01%
+402
1879
$4.43K ﹤0.01%
+91
1880
$4.42K ﹤0.01%
+55
1881
$4.4K ﹤0.01%
+477
1882
$4.4K ﹤0.01%
+335
1883
$4.39K ﹤0.01%
+106
1884
$4.37K ﹤0.01%
+150
1885
$4.32K ﹤0.01%
+100
1886
$4.29K ﹤0.01%
+100
1887
$4.29K ﹤0.01%
+83
1888
$4.29K ﹤0.01%
+150
1889
$4.26K ﹤0.01%
+47
1890
$4.25K ﹤0.01%
+100
1891
$4.24K ﹤0.01%
+354
1892
$4.24K ﹤0.01%
+58
1893
$4.21K ﹤0.01%
+50
1894
$4.19K ﹤0.01%
+117
1895
$4.19K ﹤0.01%
+126
1896
$4.18K ﹤0.01%
+57
1897
$4.17K ﹤0.01%
+300
1898
$4.14K ﹤0.01%
+218
1899
$4.12K ﹤0.01%
+85
1900
$4.12K ﹤0.01%
+69