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
1876
$41.5K ﹤0.01%
5,160
1877
$41.4K ﹤0.01%
1,494
1878
$41.4K ﹤0.01%
2,042
-1,368
1879
$41.2K ﹤0.01%
1,780
-138
1880
$41.1K ﹤0.01%
+1,256
1881
$41.1K ﹤0.01%
532
+86
1882
$41.1K ﹤0.01%
3,020
+54
1883
$41K ﹤0.01%
1,295
1884
$40.9K ﹤0.01%
1,381
+71
1885
$40.9K ﹤0.01%
174
+24
1886
$40.9K ﹤0.01%
1,340
+78
1887
$40.7K ﹤0.01%
2,240
1888
$40.7K ﹤0.01%
514
+37
1889
$40.6K ﹤0.01%
1,895
1890
$40.5K ﹤0.01%
735
+106
1891
$40.4K ﹤0.01%
163
+11
1892
$40.4K ﹤0.01%
575
-25
1893
$40.3K ﹤0.01%
3,910
1894
$40.2K ﹤0.01%
275
-2,369
1895
$40.2K ﹤0.01%
+1,175
1896
$40.1K ﹤0.01%
6,007
1897
$39.9K ﹤0.01%
5,000
1898
$39.9K ﹤0.01%
479
+114
1899
$39.8K ﹤0.01%
826
1900
$39.7K ﹤0.01%
+1,234
74 75
76
77 78