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
2076
$2.27K ﹤0.01%
153
2077
$2.26K ﹤0.01%
65
2078
$2.26K ﹤0.01%
+100
2079
$2.25K ﹤0.01%
31
2080
$2.25K ﹤0.01%
133
2081
$2.23K ﹤0.01%
250
-14,031
2082
$2.23K ﹤0.01%
+29
2083
$2.23K ﹤0.01%
200
+100
2084
$2.21K ﹤0.01%
230
2085
$2.2K ﹤0.01%
56
2086
$2.19K ﹤0.01%
22
2087
$2.14K ﹤0.01%
4
2088
$2.13K ﹤0.01%
+65
2089
$2.11K ﹤0.01%
22
2090
$2.1K ﹤0.01%
21
-100
2091
$2.09K ﹤0.01%
246
+77
2092
$2.09K ﹤0.01%
14
-103
2093
$2.08K ﹤0.01%
200
2094
$2.06K ﹤0.01%
260
2095
$2.06K ﹤0.01%
20
2096
$2.06K ﹤0.01%
19
-2
2097
$2.06K ﹤0.01%
49
2098
$2.05K ﹤0.01%
30
2099
$2.03K ﹤0.01%
29
-132
2100
$2.03K ﹤0.01%
10
82 83
84
85 86