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
201
$675K 0.1%
60,916
-576
202
$675K 0.1%
7,980
-288
203
$669K 0.1%
17,308
-1,148
204
$669K 0.1%
4,891
+566
205
$665K 0.1%
44,064
+15,297
206
$664K 0.1%
5,480
+715
207
$660K 0.1%
13,167
+577
208
$656K 0.1%
6,579
+349
209
$649K 0.1%
12,332
+6,306
210
$646K 0.1%
5,911
+2,650
211
$635K 0.09%
10,727
+1,127
212
$632K 0.09%
7,913
+1,269
213
$630K 0.09%
+24,915
214
$630K 0.09%
+25,750
215
$623K 0.09%
3,853
+822
216
$623K 0.09%
10,559
-6,364
217
$620K 0.09%
10,407
+154
218
$620K 0.09%
7,428
+931
219
$616K 0.09%
48,020
+47,340
220
$613K 0.09%
9,170
221
$612K 0.09%
3,636
+317
222
$605K 0.09%
8,715
-4,107
223
$599K 0.09%
18,734
+1,338
224
$594K 0.09%
13,294
+420
225
$587K 0.09%
7,573
-6
7 8
9
10 11