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
1976
$3.58K ﹤0.01%
+150
1977
$3.56K ﹤0.01%
+89
1978
$3.56K ﹤0.01%
450
1979
$3.55K ﹤0.01%
+100
1980
$3.54K ﹤0.01%
414
+99
1981
$3.53K ﹤0.01%
526
+215
1982
$3.51K ﹤0.01%
200
1983
$3.5K ﹤0.01%
100
1984
$3.49K ﹤0.01%
47
1985
$3.49K ﹤0.01%
+77
1986
$3.48K ﹤0.01%
226
1987
$3.45K ﹤0.01%
+116
1988
$3.41K ﹤0.01%
135
+2
1989
$3.39K ﹤0.01%
215
1990
$3.39K ﹤0.01%
+150
1991
$3.38K ﹤0.01%
+225
1992
$3.36K ﹤0.01%
180
1993
$3.36K ﹤0.01%
250
1994
$3.36K ﹤0.01%
200
1995
$3.36K ﹤0.01%
1,059
1996
$3.31K ﹤0.01%
39
1997
$3.31K ﹤0.01%
52
+21
1998
$3.3K ﹤0.01%
415
+390
1999
$3.3K ﹤0.01%
90
2000
$3.3K ﹤0.01%
200
78 79
80
81 82