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
2226
$22.7K ﹤0.01%
1,125
+200
2227
$22.7K ﹤0.01%
1,200
+950
2228
$22.6K ﹤0.01%
515
2229
$22.6K ﹤0.01%
1,929
2230
$22.6K ﹤0.01%
+1,114
2231
$22.5K ﹤0.01%
706
+666
2232
$22.4K ﹤0.01%
698
+76
2233
$22.4K ﹤0.01%
2,300
2234
$22.3K ﹤0.01%
800
+400
2235
$22.2K ﹤0.01%
3,800
+1,500
2236
$22.2K ﹤0.01%
2,011
+1
2237
$22.2K ﹤0.01%
1,560
+215
2238
$22.2K ﹤0.01%
243
2239
$22.1K ﹤0.01%
113
2240
$22.1K ﹤0.01%
190
+7
2241
$22K ﹤0.01%
1,445
+1,300
2242
$22K ﹤0.01%
748
-1,211
2243
$22K ﹤0.01%
1,535
2244
$22K ﹤0.01%
1,292
2245
$21.9K ﹤0.01%
1,300
-5,000
2246
$21.9K ﹤0.01%
536
-1,997
2247
$21.9K ﹤0.01%
1,035
2248
$21.7K ﹤0.01%
2,850
2249
$21.7K ﹤0.01%
1,194
2250
$21.6K ﹤0.01%
144
+21
88 89
90
91 92