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
2151
$964 ﹤0.01%
+200
2152
$959 ﹤0.01%
+225
2153
$956 ﹤0.01%
+40
2154
$954 ﹤0.01%
+35
2155
$949 ﹤0.01%
+100
2156
$946 ﹤0.01%
+48
2157
$928 ﹤0.01%
+156
2158
$917 ﹤0.01%
+89
2159
$903 ﹤0.01%
+16
2160
$899 ﹤0.01%
+19
2161
$828 ﹤0.01%
+17
2162
$803 ﹤0.01%
+10
2163
$769 ﹤0.01%
+20
2164
$738 ﹤0.01%
+300
2165
$734 ﹤0.01%
+68
2166
$732 ﹤0.01%
+5
2167
$722 ﹤0.01%
+75
2168
$689 ﹤0.01%
+31
2169
$640 ﹤0.01%
+16
2170
$624 ﹤0.01%
+20
2171
$621 ﹤0.01%
+14
2172
$599 ﹤0.01%
+125
2173
$585 ﹤0.01%
+156
2174
$578 ﹤0.01%
+100
2175
$577 ﹤0.01%
+28
85 86
87
88 89