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
1901
$4.61K ﹤0.01%
250
1902
$4.6K ﹤0.01%
+100
1903
$4.6K ﹤0.01%
250
1904
$4.59K ﹤0.01%
102
1905
$4.57K ﹤0.01%
131
+31
1906
$4.54K ﹤0.01%
38
1907
$4.54K ﹤0.01%
55
1908
$4.51K ﹤0.01%
48
-530
1909
$4.5K ﹤0.01%
+55
1910
$4.49K ﹤0.01%
125
1911
$4.48K ﹤0.01%
40
1912
$4.48K ﹤0.01%
200
1913
$4.48K ﹤0.01%
47
1914
$4.46K ﹤0.01%
205
-797
1915
$4.44K ﹤0.01%
+84
1916
$4.42K ﹤0.01%
52
-100
1917
$4.34K ﹤0.01%
225
1918
$4.34K ﹤0.01%
70
-149
1919
$4.33K ﹤0.01%
218
1920
$4.32K ﹤0.01%
107
+1
1921
$4.29K ﹤0.01%
+250
1922
$4.29K ﹤0.01%
697
+197
1923
$4.29K ﹤0.01%
91
1924
$4.28K ﹤0.01%
6,704
1925
$4.28K ﹤0.01%
250
75 76
77
78 79