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
1926
$4.25K ﹤0.01%
+1,000
1927
$4.22K ﹤0.01%
240
1928
$4.18K ﹤0.01%
335
1929
$4.17K ﹤0.01%
+500
1930
$4.16K ﹤0.01%
477
1931
$4.16K ﹤0.01%
50
-25
1932
$4.16K ﹤0.01%
20
1933
$4.15K ﹤0.01%
525
1934
$4.14K ﹤0.01%
285
1935
$4.14K ﹤0.01%
313
1936
$4.13K ﹤0.01%
150
1937
$4.13K ﹤0.01%
729
1938
$4.08K ﹤0.01%
250
1939
$4.08K ﹤0.01%
95
1940
$4.04K ﹤0.01%
125
1941
$4.04K ﹤0.01%
61
1942
$4.04K ﹤0.01%
+60
1943
$4.01K ﹤0.01%
+106
1944
$4.01K ﹤0.01%
300
1945
$4.01K ﹤0.01%
123
1946
$3.99K ﹤0.01%
400
1947
$3.99K ﹤0.01%
+69
1948
$3.98K ﹤0.01%
200
1949
$3.96K ﹤0.01%
240
1950
$3.96K ﹤0.01%
85
76 77
78
79 80