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
176
$804K 0.12%
7,083
+444
177
$794K 0.12%
23,868
-314
178
$787K 0.12%
10,763
+1,029
179
$787K 0.12%
12,620
+450
180
$785K 0.12%
7,554
+2,569
181
$779K 0.12%
14,280
-2,180
182
$763K 0.11%
8,176
+356
183
$762K 0.11%
10,882
-3,196
184
$754K 0.11%
11,510
+1,529
185
$752K 0.11%
15,985
-738
186
$747K 0.11%
21,893
-510
187
$728K 0.11%
12,364
-1,014
188
$721K 0.11%
24,435
+1,929
189
$720K 0.11%
9,243
-297
190
$717K 0.11%
13,886
+311
191
$716K 0.11%
14,395
+1,372
192
$715K 0.11%
10,596
+1,173
193
$714K 0.11%
15,240
+1,673
194
$710K 0.11%
3,288
-279
195
$700K 0.1%
15,967
+14,402
196
$697K 0.1%
5,122
+265
197
$696K 0.1%
10,473
+3,429
198
$689K 0.1%
25,135
-1,245
199
$686K 0.1%
2,031
+176
200
$680K 0.1%
12,406
+2,404
6 7
8
9 10