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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$8.03K ﹤0.01%
+700
1977
$8.03K ﹤0.01%
156
+108
1978
$8.02K ﹤0.01%
1,230
1979
$8K ﹤0.01%
183
1980
$7.96K ﹤0.01%
400
1981
$7.91K ﹤0.01%
833
+14
1982
$7.89K ﹤0.01%
305
1983
$7.89K ﹤0.01%
635
1984
$7.88K ﹤0.01%
56
+6
1985
$7.88K ﹤0.01%
+210
1986
$7.85K ﹤0.01%
144
1987
$7.84K ﹤0.01%
355
1988
$7.83K ﹤0.01%
88
1989
$7.82K ﹤0.01%
200
1990
$7.82K ﹤0.01%
577
+149
1991
$7.77K ﹤0.01%
184
+2
1992
$7.72K ﹤0.01%
200
1993
$7.7K ﹤0.01%
276
1994
$7.69K ﹤0.01%
500
1995
$7.68K ﹤0.01%
159
+69
1996
$7.68K ﹤0.01%
73
1997
$7.67K ﹤0.01%
150
-1,350
1998
$7.66K ﹤0.01%
234
+4
1999
$7.65K ﹤0.01%
150
2000
$7.65K ﹤0.01%
120
78 79
80
81 82