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
$1.19B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,821
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.61M
3
+$4.6M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.12M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$3.91M

Top Sells

1
+$4.86M
2
+$4.66M
3
+$4.17M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$2.07M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.99M

Sector Composition

1 Technology 9.25%
2 Healthcare 4.94%
3 Financials 4.73%
4 Consumer Discretionary 4.42%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$4.62K ﹤0.01%
85
2202
$4.6K ﹤0.01%
118
+13
2203
$4.59K ﹤0.01%
137
2204
$4.59K ﹤0.01%
225
2205
$4.56K ﹤0.01%
89
2206
$4.55K ﹤0.01%
100
2207
$4.54K ﹤0.01%
191
+132
2208
$4.5K ﹤0.01%
2,000
2209
$4.49K ﹤0.01%
+168
2210
$4.49K ﹤0.01%
142
2211
$4.48K ﹤0.01%
28
2212
$4.47K ﹤0.01%
388
2213
$4.46K ﹤0.01%
78
2214
$4.43K ﹤0.01%
114
2215
$4.43K ﹤0.01%
250
2216
$4.4K ﹤0.01%
250
-250
2217
$4.37K ﹤0.01%
280
-150
2218
$4.36K ﹤0.01%
90
-45
2219
$4.35K ﹤0.01%
27
2220
$4.34K ﹤0.01%
350
2221
$4.29K ﹤0.01%
89
2222
$4.28K ﹤0.01%
1,740
2223
$4.26K ﹤0.01%
1,594
+542
2224
$4.25K ﹤0.01%
145
2225
$4.25K ﹤0.01%
160
87 88
89
90 91