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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$9.13K ﹤0.01%
91
1927
$9.13K ﹤0.01%
650
1928
$9.12K ﹤0.01%
724
+586
1929
$9.07K ﹤0.01%
607
1930
$9.06K ﹤0.01%
200
1931
$9.02K ﹤0.01%
89
-57
1932
$9.01K ﹤0.01%
600
1933
$8.93K ﹤0.01%
2,033
-73
1934
$8.93K ﹤0.01%
1,000
1935
$8.9K ﹤0.01%
786
1936
$8.87K ﹤0.01%
121
1937
$8.78K ﹤0.01%
+175
1938
$8.77K ﹤0.01%
800
1939
$8.77K ﹤0.01%
412
1940
$8.73K ﹤0.01%
200
1941
$8.72K ﹤0.01%
568
+2
1942
$8.71K ﹤0.01%
267
1943
$8.7K ﹤0.01%
300
1944
$8.7K ﹤0.01%
325
1945
$8.69K ﹤0.01%
2,250
1946
$8.63K ﹤0.01%
192
1947
$8.62K ﹤0.01%
575
+75
1948
$8.6K ﹤0.01%
317
1949
$8.58K ﹤0.01%
500
1950
$8.52K ﹤0.01%
105
76 77
78
79 80