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
1976
$2.96K ﹤0.01%
+34
1977
$2.96K ﹤0.01%
+118
1978
$2.96K ﹤0.01%
+35
1979
$2.92K ﹤0.01%
+71
1980
$2.91K ﹤0.01%
+110
1981
$2.88K ﹤0.01%
+43
1982
$2.88K ﹤0.01%
+315
1983
$2.85K ﹤0.01%
+100
1984
$2.85K ﹤0.01%
+4
1985
$2.8K ﹤0.01%
+100
1986
$2.79K ﹤0.01%
+50
1987
$2.74K ﹤0.01%
+100
1988
$2.73K ﹤0.01%
+65
1989
$2.7K ﹤0.01%
+50
1990
$2.69K ﹤0.01%
+131
1991
$2.67K ﹤0.01%
+60
1992
$2.67K ﹤0.01%
+75
1993
$2.63K ﹤0.01%
+23
1994
$2.62K ﹤0.01%
+50
1995
$2.58K ﹤0.01%
+100
1996
$2.57K ﹤0.01%
+45
1997
$2.57K ﹤0.01%
+49
1998
$2.57K ﹤0.01%
+260
1999
$2.56K ﹤0.01%
+55
2000
$2.56K ﹤0.01%
+63
78 79
80
81 82