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
2251
$21.6K ﹤0.01%
1,557
2252
$21.6K ﹤0.01%
2,393
2253
$21.6K ﹤0.01%
242
-60
2254
$21.6K ﹤0.01%
565
2255
$21.5K ﹤0.01%
314
+48
2256
$21.5K ﹤0.01%
300
2257
$21.4K ﹤0.01%
228
2258
$21.4K ﹤0.01%
975
+625
2259
$21.4K ﹤0.01%
220
2260
$21.4K ﹤0.01%
900
-1,286
2261
$21.4K ﹤0.01%
386
+8
2262
$21.3K ﹤0.01%
145
+22
2263
$21.2K ﹤0.01%
350
2264
$21.2K ﹤0.01%
450
2265
$21.1K ﹤0.01%
3,440
2266
$21K ﹤0.01%
853
+118
2267
$20.9K ﹤0.01%
352
+191
2268
$20.9K ﹤0.01%
2,395
2269
$20.8K ﹤0.01%
138
+109
2270
$20.7K ﹤0.01%
564
-267
2271
$20.7K ﹤0.01%
287
+72
2272
$20.7K ﹤0.01%
749
+108
2273
$20.7K ﹤0.01%
440
-305
2274
$20.6K ﹤0.01%
312
-52
2275
$20.6K ﹤0.01%
1,550
89 90
91
92 93