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
2051
$30.4K ﹤0.01%
789
-167
2052
$30.3K ﹤0.01%
394
+43
2053
$30.3K ﹤0.01%
149
+16
2054
$30.3K ﹤0.01%
2,258
2055
$30.3K ﹤0.01%
+1,250
2056
$30.3K ﹤0.01%
1,413
2057
$30.3K ﹤0.01%
599
2058
$30.2K ﹤0.01%
129
-62
2059
$30.2K ﹤0.01%
2,521
+35
2060
$30.1K ﹤0.01%
610
2061
$30K ﹤0.01%
610
-102
2062
$30K ﹤0.01%
265
+51
2063
$30K ﹤0.01%
258
2064
$30K ﹤0.01%
1,025
2065
$29.8K ﹤0.01%
2,977
+1,500
2066
$29.8K ﹤0.01%
740
+250
2067
$29.8K ﹤0.01%
109
2068
$29.8K ﹤0.01%
1,100
+7
2069
$29.8K ﹤0.01%
592
+62
2070
$29.7K ﹤0.01%
413
+49
2071
$29.7K ﹤0.01%
1,370
+870
2072
$29.6K ﹤0.01%
254
+196
2073
$29.6K ﹤0.01%
647
2074
$29.5K ﹤0.01%
342
+30
2075
$29.4K ﹤0.01%
529
+16
81 82
83
84 85