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
2201
$931 ﹤0.01%
89
2202
$928 ﹤0.01%
31
2203
$920 ﹤0.01%
23
2204
$919 ﹤0.01%
+38
2205
$910 ﹤0.01%
+50
2206
$908 ﹤0.01%
133
-134
2207
$903 ﹤0.01%
86
2208
$902 ﹤0.01%
16
-375
2209
$891 ﹤0.01%
225
2210
$882 ﹤0.01%
+20
2211
$865 ﹤0.01%
+50
2212
$851 ﹤0.01%
107
2213
$847 ﹤0.01%
48
2214
$834 ﹤0.01%
+16
2215
$810 ﹤0.01%
17
-32
2216
$792 ﹤0.01%
19
2217
$760 ﹤0.01%
+100
2218
$758 ﹤0.01%
837
-2,838
2219
$724 ﹤0.01%
50
2220
$713 ﹤0.01%
+1
2221
$707 ﹤0.01%
31
2222
$698 ﹤0.01%
79
2223
$686 ﹤0.01%
40
-240
2224
$656 ﹤0.01%
68
2225
$647 ﹤0.01%
+8
87 88
89
90 91