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
2126
$1.72K ﹤0.01%
79
2127
$1.71K ﹤0.01%
19
2128
$1.7K ﹤0.01%
33
-308
2129
$1.69K ﹤0.01%
45
-20
2130
$1.69K ﹤0.01%
354
-260
2131
$1.67K ﹤0.01%
+32
2132
$1.66K ﹤0.01%
+50
2133
$1.65K ﹤0.01%
345
2134
$1.63K ﹤0.01%
320
-7,250
2135
$1.63K ﹤0.01%
19
2136
$1.62K ﹤0.01%
200
-1,842
2137
$1.61K ﹤0.01%
140
+40
2138
$1.61K ﹤0.01%
+45
2139
$1.61K ﹤0.01%
4
2140
$1.58K ﹤0.01%
+4
2141
$1.58K ﹤0.01%
+28
2142
$1.57K ﹤0.01%
590
2143
$1.56K ﹤0.01%
300
-85
2144
$1.56K ﹤0.01%
48
2145
$1.54K ﹤0.01%
54
2146
$1.53K ﹤0.01%
45
2147
$1.53K ﹤0.01%
100
2148
$1.52K ﹤0.01%
71
2149
$1.51K ﹤0.01%
+60
2150
$1.51K ﹤0.01%
38
+18
84 85
86
87 88