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
2276
$117 ﹤0.01%
12
-5
2277
$105 ﹤0.01%
4
-2,566
2278
$105 ﹤0.01%
+3
2279
– –
0
2280
$91 ﹤0.01%
100
2281
$88 ﹤0.01%
17
2282
$83 ﹤0.01%
1
2283
$76 ﹤0.01%
5
-214
2284
$75 ﹤0.01%
25
2285
$75 ﹤0.01%
400
2286
$70 ﹤0.01%
5
2287
$70 ﹤0.01%
+2
2288
$52 ﹤0.01%
14
2289
$45 ﹤0.01%
50
2290
$42 ﹤0.01%
+1
2291
$29 ﹤0.01%
+20
2292
$27 ﹤0.01%
1
2293
$24 ﹤0.01%
1
2294
$23 ﹤0.01%
1
2295
$19 ﹤0.01%
2
2296
$16 ﹤0.01%
1
2297
– –
0
2298
$13 ﹤0.01%
1
2299
$10 ﹤0.01%
6
2300
– –
0
90 91
92
93 94