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
$633M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,259
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$18.1M
3
+$14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.7M
5
VTV icon
Vanguard Value ETF
VTV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Financials 5.35%
3 Healthcare 4.74%
4 Communication Services 4.38%
5 Industrials 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2076
$1.66K ﹤0.01%
+200
2077
$1.64K ﹤0.01%
+100
2078
$1.64K ﹤0.01%
+17
2079
$1.64K ﹤0.01%
+45
2080
$1.63K ﹤0.01%
+19
2081
$1.61K ﹤0.01%
+54
2082
$1.59K ﹤0.01%
+4
2083
$1.59K ﹤0.01%
+400
2084
$1.58K ﹤0.01%
+33
2085
$1.57K ﹤0.01%
+48
2086
$1.57K ﹤0.01%
+100
2087
$1.56K ﹤0.01%
+38
2088
$1.56K ﹤0.01%
+39
2089
$1.56K ﹤0.01%
+103
2090
$1.54K ﹤0.01%
+29
2091
$1.54K ﹤0.01%
+45
2092
$1.51K ﹤0.01%
+7
2093
$1.5K ﹤0.01%
+17
2094
$1.5K ﹤0.01%
+20
2095
$1.49K ﹤0.01%
+81
2096
$1.48K ﹤0.01%
+28
2097
$1.47K ﹤0.01%
+169
2098
$1.47K ﹤0.01%
+30
2099
$1.44K ﹤0.01%
+27
2100
$1.44K ﹤0.01%
+10
82 83
84
85 86