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
2176
$24.9K ﹤0.01%
1,118
2177
$24.9K ﹤0.01%
1,455
+85
2178
$24.9K ﹤0.01%
357
2179
$24.9K ﹤0.01%
1,700
-200
2180
$24.8K ﹤0.01%
2,040
2181
$24.8K ﹤0.01%
729
2182
$24.7K ﹤0.01%
1,545
2183
$24.7K ﹤0.01%
1,100
2184
$24.7K ﹤0.01%
1,225
2185
$24.5K ﹤0.01%
1,180
-125
2186
$24.4K ﹤0.01%
453
2187
$24.4K ﹤0.01%
+950
2188
$24.4K ﹤0.01%
447
+301
2189
$24.3K ﹤0.01%
500
2190
$24.3K ﹤0.01%
1,006
+365
2191
$24.3K ﹤0.01%
122
+76
2192
$24.2K ﹤0.01%
814
+644
2193
$24.2K ﹤0.01%
453
-399
2194
$24.2K ﹤0.01%
500
2195
$24.1K ﹤0.01%
416
2196
$24K ﹤0.01%
772
2197
$24K ﹤0.01%
347
-43
2198
$24K ﹤0.01%
272
+26
2199
$24K ﹤0.01%
1,829
+12
2200
$23.9K ﹤0.01%
+376
86 87
88
89 90