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
2226
$4.24K ﹤0.01%
+58
2227
$4.24K ﹤0.01%
100
2228
$4.23K ﹤0.01%
122
+73
2229
$4.23K ﹤0.01%
+100
2230
$4.23K ﹤0.01%
341
2231
$4.23K ﹤0.01%
187
-22
2232
$4.17K ﹤0.01%
154
2233
$4.17K ﹤0.01%
500
2234
$4.17K ﹤0.01%
60
2235
$4.16K ﹤0.01%
+265
2236
$4.14K ﹤0.01%
989
2237
$4.13K ﹤0.01%
+273
2238
$4.12K ﹤0.01%
+138
2239
$4.09K ﹤0.01%
150
2240
$4.07K ﹤0.01%
500
2241
$4.06K ﹤0.01%
95
-43,327
2242
$4.05K ﹤0.01%
343
2243
$4.03K ﹤0.01%
118
2244
$4.03K ﹤0.01%
150
2245
$4.03K ﹤0.01%
80
+1
2246
$4.02K ﹤0.01%
249
-1,215
2247
$4.01K ﹤0.01%
39
2248
$4K ﹤0.01%
300
2249
$4K ﹤0.01%
120
2250
$3.97K ﹤0.01%
103
-600
88 89
90
91 92