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
2101
$2.01K ﹤0.01%
43
2102
$2K ﹤0.01%
8
2103
$1.98K ﹤0.01%
+58
2104
$1.97K ﹤0.01%
+20
2105
$1.96K ﹤0.01%
76
2106
$1.95K ﹤0.01%
300
2107
$1.9K ﹤0.01%
+62
2108
$1.87K ﹤0.01%
20
2109
$1.87K ﹤0.01%
+215
2110
$1.86K ﹤0.01%
121
2111
$1.85K ﹤0.01%
37
2112
$1.85K ﹤0.01%
28
2113
$1.83K ﹤0.01%
21
2114
$1.83K ﹤0.01%
33
2115
$1.8K ﹤0.01%
67
2116
$1.8K ﹤0.01%
103
2117
$1.78K ﹤0.01%
39
2118
$1.78K ﹤0.01%
58
2119
$1.77K ﹤0.01%
103
2120
$1.76K ﹤0.01%
45
2121
$1.75K ﹤0.01%
29
2122
$1.74K ﹤0.01%
+111
2123
$1.74K ﹤0.01%
2,480
2124
$1.73K ﹤0.01%
150
2125
$1.73K ﹤0.01%
54
-200
83 84
85
86 87