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
2126
$1.09K ﹤0.01%
+72
2127
$1.08K ﹤0.01%
+53
2128
$1.07K ﹤0.01%
+6
2129
$1.07K ﹤0.01%
+17
2130
$1.07K ﹤0.01%
+45
2131
$1.06K ﹤0.01%
+55
2132
$1.06K ﹤0.01%
+118
2133
$1.05K ﹤0.01%
+19
2134
$1.05K ﹤0.01%
+29
2135
$1.05K ﹤0.01%
+25
2136
$1.04K ﹤0.01%
+25
2137
$1.02K ﹤0.01%
+10
2138
$1.01K ﹤0.01%
+61
2139
$1K ﹤0.01%
+16
2140
$998 ﹤0.01%
+86
2141
$997 ﹤0.01%
+13
2142
$988 ﹤0.01%
+58
2143
$987 ﹤0.01%
+15
2144
$987 ﹤0.01%
+42
2145
$982 ﹤0.01%
+28
2146
$971 ﹤0.01%
+144
2147
$970 ﹤0.01%
+23
2148
$968 ﹤0.01%
+11
2149
$967 ﹤0.01%
+31
2150
$966 ﹤0.01%
+5
84 85
86
87 88