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
2251
$353 ﹤0.01%
9
2252
$341 ﹤0.01%
15
2253
$335 ﹤0.01%
10
2254
$327 ﹤0.01%
100
2255
$315 ﹤0.01%
14
2256
$274 ﹤0.01%
6
2257
$247 ﹤0.01%
4
2258
$227 ﹤0.01%
24
2259
$223 ﹤0.01%
6
2260
$218 ﹤0.01%
7
2261
$211 ﹤0.01%
12
2262
$209 ﹤0.01%
10
2263
$182 ﹤0.01%
8
2264
$178 ﹤0.01%
1,100
2265
$178 ﹤0.01%
50
2266
$177 ﹤0.01%
8
2267
$172 ﹤0.01%
10
2268
$171 ﹤0.01%
15
2269
$160 ﹤0.01%
20
2270
$137 ﹤0.01%
50
2271
$132 ﹤0.01%
12
2272
$131 ﹤0.01%
16
2273
$129 ﹤0.01%
6
2274
$128 ﹤0.01%
1
2275
$120 ﹤0.01%
+7
89 90
91
92 93