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
$2.67B
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,579
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$7.96M
3
+$7.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.52M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$6.93M

Top Sells

1
+$9.39M
2
+$7.7M
3
+$7.55M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.85M
5
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$4.58M

Sector Composition

1 Technology 12.94%
2 Consumer Discretionary 5.69%
3 Healthcare 5.32%
4 Financials 4.44%
5 Communication Services 4.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$26.6K ﹤0.01%
389
+90
2127
$26.6K ﹤0.01%
402
2128
$26.4K ﹤0.01%
234
2129
$26.4K ﹤0.01%
433
2130
$26.3K ﹤0.01%
140
2131
$26.3K ﹤0.01%
1,215
-520
2132
$26.3K ﹤0.01%
1,327
2133
$26.3K ﹤0.01%
6,038
+38
2134
$26.2K ﹤0.01%
441
2135
$26.2K ﹤0.01%
473
-165
2136
$26.1K ﹤0.01%
540
2137
$26.1K ﹤0.01%
657
2138
$26.1K ﹤0.01%
856
+152
2139
$26.1K ﹤0.01%
677
+427
2140
$26.1K ﹤0.01%
1,148
-722
2141
$26K ﹤0.01%
1,423
+250
2142
$26K ﹤0.01%
208
+41
2143
$26K ﹤0.01%
750
2144
$25.9K ﹤0.01%
604
+2
2145
$25.9K ﹤0.01%
771
+117
2146
$25.9K ﹤0.01%
303
+54
2147
$25.9K ﹤0.01%
400
2148
$25.8K ﹤0.01%
5,340
+5,242
2149
$25.8K ﹤0.01%
321
+25
2150
$25.8K ﹤0.01%
1,863
+16
84 85
86
87 88