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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$35K ﹤0.01%
2,855
+1,500
1977
$35K ﹤0.01%
1,460
1978
$34.9K ﹤0.01%
699
+49
1979
$34.9K ﹤0.01%
3,000
1980
$34.8K ﹤0.01%
3,263
+363
1981
$34.7K ﹤0.01%
1,301
+158
1982
$34.7K ﹤0.01%
20
+7
1983
$34.6K ﹤0.01%
1,060
-237
1984
$34.6K ﹤0.01%
18
+3
1985
$34.6K ﹤0.01%
5,248
+221
1986
$34.6K ﹤0.01%
+1,800
1987
$34.5K ﹤0.01%
204
1988
$34.5K ﹤0.01%
2,120
1989
$34.4K ﹤0.01%
568
+76
1990
$34.3K ﹤0.01%
224
-3
1991
$34.1K ﹤0.01%
328
+60
1992
$33.9K ﹤0.01%
1,088
-350
1993
$33.8K ﹤0.01%
5,500
+1,500
1994
$33.7K ﹤0.01%
664
+289
1995
$33.6K ﹤0.01%
1,887
+346
1996
$33.6K ﹤0.01%
589
+98
1997
$33.5K ﹤0.01%
188
1998
$33.5K ﹤0.01%
325
+39
1999
$33.5K ﹤0.01%
1,445
+392
2000
$33.4K ﹤0.01%
2,039
78 79
80
81 82