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
1951
$3.92K ﹤0.01%
139
-49,338
1952
$3.9K ﹤0.01%
76
1953
$3.9K ﹤0.01%
70
1954
$3.88K ﹤0.01%
300
1955
$3.88K ﹤0.01%
244
+94
1956
$3.88K ﹤0.01%
75
+25
1957
$3.86K ﹤0.01%
150
1958
$3.85K ﹤0.01%
55
1959
$3.84K ﹤0.01%
243
+143
1960
$3.81K ﹤0.01%
354
1961
$3.8K ﹤0.01%
+150
1962
$3.8K ﹤0.01%
200
+100
1963
$3.8K ﹤0.01%
2,010
+10
1964
$3.79K ﹤0.01%
100
1965
$3.77K ﹤0.01%
120
+100
1966
$3.77K ﹤0.01%
100
1967
$3.76K ﹤0.01%
142
1968
$3.75K ﹤0.01%
69
1969
$3.74K ﹤0.01%
171
1970
$3.74K ﹤0.01%
120
1971
$3.7K ﹤0.01%
469
+10
1972
$3.69K ﹤0.01%
125
+58
1973
$3.68K ﹤0.01%
45
1974
$3.66K ﹤0.01%
117
1975
$3.66K ﹤0.01%
100
77 78
79
80 81