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
1901
$4.1K ﹤0.01%
+225
1902
$4.09K ﹤0.01%
+123
1903
$4.09K ﹤0.01%
+200
1904
$4.04K ﹤0.01%
+313
1905
$4.03K ﹤0.01%
+171
1906
$4K ﹤0.01%
+226
1907
$3.98K ﹤0.01%
+300
1908
$3.97K ﹤0.01%
+125
1909
$3.96K ﹤0.01%
+142
1910
$3.96K ﹤0.01%
+20
1911
$3.95K ﹤0.01%
+100
1912
$3.95K ﹤0.01%
+70
1913
$3.9K ﹤0.01%
+55
1914
$3.89K ﹤0.01%
+200
1915
$3.86K ﹤0.01%
+142
1916
$3.86K ﹤0.01%
+55
1917
$3.85K ﹤0.01%
+250
1918
$3.83K ﹤0.01%
+76
1919
$3.82K ﹤0.01%
+120
1920
$3.78K ﹤0.01%
+459
1921
$3.78K ﹤0.01%
+248
1922
$3.77K ﹤0.01%
+150
1923
$3.74K ﹤0.01%
+125
1924
$3.73K ﹤0.01%
+61
1925
$3.72K ﹤0.01%
+150