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
2176
$1.14K ﹤0.01%
41
2177
$1.12K ﹤0.01%
20
2178
$1.11K ﹤0.01%
40
2179
$1.1K ﹤0.01%
19
2180
$1.09K ﹤0.01%
58
2181
$1.09K ﹤0.01%
+30
2182
$1.08K ﹤0.01%
10
-41
2183
$1.07K ﹤0.01%
156
2184
$1.05K ﹤0.01%
13
2185
$1.05K ﹤0.01%
17
2186
$1.04K ﹤0.01%
102
-300
2187
$1.04K ﹤0.01%
16
2188
$1.03K ﹤0.01%
29
2189
$1.02K ﹤0.01%
25
2190
$1.02K ﹤0.01%
+2
2191
$1.02K ﹤0.01%
11
2192
$1.02K ﹤0.01%
25
-10
2193
$1.02K ﹤0.01%
35
2194
$1.01K ﹤0.01%
200
2195
$997 ﹤0.01%
45
2196
$988 ﹤0.01%
200
2197
$966 ﹤0.01%
28
2198
$953 ﹤0.01%
55
2199
$950 ﹤0.01%
42
2200
$944 ﹤0.01%
28
86 87
88
89 90