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 9.1%
2 Financials 5.98%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$1.5K ﹤0.01%
+49
2152
$1.48K ﹤0.01%
17
2153
$1.48K ﹤0.01%
27
2154
$1.47K ﹤0.01%
400
2155
$1.44K ﹤0.01%
30
2156
$1.42K ﹤0.01%
87
-33
2157
$1.39K ﹤0.01%
49
-3,023
2158
$1.38K ﹤0.01%
39
2159
$1.38K ﹤0.01%
31
2160
$1.38K ﹤0.01%
15
2161
$1.34K ﹤0.01%
+121
2162
$1.32K ﹤0.01%
30
-124
2163
$1.31K ﹤0.01%
20
2164
$1.3K ﹤0.01%
+100
2165
$1.27K ﹤0.01%
10
-265
2166
$1.25K ﹤0.01%
33
2167
$1.25K ﹤0.01%
24
2168
$1.25K ﹤0.01%
+34
2169
$1.23K ﹤0.01%
60
2170
$1.22K ﹤0.01%
+7
2171
$1.22K ﹤0.01%
28
2172
$1.22K ﹤0.01%
+11
2173
$1.21K ﹤0.01%
163
-169
2174
$1.2K ﹤0.01%
5
2175
$1.18K ﹤0.01%
76
85 86
87
88 89