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
176
$768K 0.12%
+61,492
177
$766K 0.12%
+26,380
178
$765K 0.12%
+17,626
179
$763K 0.12%
+4,018
180
$761K 0.12%
+16,160
181
$757K 0.12%
+4,287
182
$755K 0.12%
+13,228
183
$753K 0.12%
+11,782
184
$751K 0.12%
+6,470
185
$749K 0.12%
+13,733
186
$739K 0.12%
+12,170
187
$736K 0.12%
+8,938
188
$732K 0.12%
+18,456
189
$732K 0.12%
+13,567
190
$732K 0.12%
+37,241
191
$731K 0.12%
+8,268
192
$730K 0.12%
+14,283
193
$729K 0.12%
+4,817
194
$701K 0.11%
+9,423
195
$698K 0.11%
+40,052
196
$696K 0.11%
+12,590
197
$688K 0.11%
+7,483
198
$687K 0.11%
+13,575
199
$682K 0.11%
+14,348
200
$682K 0.11%
+9,981
6 7
8
9 10