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
2201
$23.9K ﹤0.01%
1,703
+1,168
2202
$23.9K ﹤0.01%
799
2203
$23.8K ﹤0.01%
940
-460
2204
$23.8K ﹤0.01%
+100
2205
$23.8K ﹤0.01%
390
+17
2206
$23.8K ﹤0.01%
312
+205
2207
$23.7K ﹤0.01%
480
-330
2208
$23.7K ﹤0.01%
451
2209
$23.7K ﹤0.01%
+560
2210
$23.6K ﹤0.01%
169
+32
2211
$23.5K ﹤0.01%
619
+7
2212
$23.5K ﹤0.01%
500
-200
2213
$23.4K ﹤0.01%
2,250
+1,350
2214
$23.4K ﹤0.01%
516
+66
2215
$23.3K ﹤0.01%
659
+9
2216
$23.3K ﹤0.01%
1,650
2217
$23.3K ﹤0.01%
294
+270
2218
$23.2K ﹤0.01%
+50
2219
$23.1K ﹤0.01%
271
+68
2220
$23.1K ﹤0.01%
196
+60
2221
$23.1K ﹤0.01%
944
+85
2222
$23.1K ﹤0.01%
500
2223
$23K ﹤0.01%
4,079
2224
$22.8K ﹤0.01%
216
+62
2225
$22.8K ﹤0.01%
297
87 88
89
90 91