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
2051
$2.5K ﹤0.01%
97
-73
2052
$2.5K ﹤0.01%
+25
2053
$2.48K ﹤0.01%
100
2054
$2.48K ﹤0.01%
500
2055
$2.47K ﹤0.01%
36
2056
$2.47K ﹤0.01%
48
-8
2057
$2.46K ﹤0.01%
116
+42
2058
$2.46K ﹤0.01%
127
+29
2059
$2.42K ﹤0.01%
150
2060
$2.41K ﹤0.01%
81
-574
2061
$2.41K ﹤0.01%
+50
2062
$2.4K ﹤0.01%
275
2063
$2.39K ﹤0.01%
63
2064
$2.38K ﹤0.01%
205
2065
$2.37K ﹤0.01%
132
2066
$2.37K ﹤0.01%
225
2067
$2.36K ﹤0.01%
131
2068
$2.34K ﹤0.01%
95
-912
2069
$2.32K ﹤0.01%
200
2070
$2.32K ﹤0.01%
40
-682
2071
$2.31K ﹤0.01%
+121
2072
$2.3K ﹤0.01%
125
2073
$2.3K ﹤0.01%
114
2074
$2.3K ﹤0.01%
26
+8
2075
$2.27K ﹤0.01%
75
81 82
83
84 85