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
1876
$4.96K ﹤0.01%
206
1877
$4.96K ﹤0.01%
93
1878
$4.96K ﹤0.01%
+143
1879
$4.92K ﹤0.01%
293
1880
$4.91K ﹤0.01%
102
1881
$4.89K ﹤0.01%
400
-500
1882
$4.88K ﹤0.01%
43
1883
$4.87K ﹤0.01%
140
1884
$4.85K ﹤0.01%
500
1885
$4.85K ﹤0.01%
+65
1886
$4.83K ﹤0.01%
258
+18
1887
$4.82K ﹤0.01%
275
1888
$4.8K ﹤0.01%
125
1889
$4.78K ﹤0.01%
35
1890
$4.78K ﹤0.01%
100
1891
$4.78K ﹤0.01%
273
1892
$4.74K ﹤0.01%
100
1893
$4.74K ﹤0.01%
102
1894
$4.72K ﹤0.01%
150
1895
$4.72K ﹤0.01%
1,600
1896
$4.71K ﹤0.01%
30
1897
$4.69K ﹤0.01%
+150
1898
$4.68K ﹤0.01%
800
1899
$4.66K ﹤0.01%
191
1900
$4.63K ﹤0.01%
+188
74 75
76
77 78