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
2276
$20.6K ﹤0.01%
160
2277
$20.4K ﹤0.01%
645
2278
$20.4K ﹤0.01%
950
2279
$20.4K ﹤0.01%
1,252
-15,785
2280
$20.4K ﹤0.01%
720
2281
$20.4K ﹤0.01%
1,500
2282
$20.3K ﹤0.01%
576
-339
2283
$20.3K ﹤0.01%
+16
2284
$20.3K ﹤0.01%
+672
2285
$20.2K ﹤0.01%
689
+23
2286
$20.2K ﹤0.01%
186
+86
2287
$20K ﹤0.01%
1,215
2288
$20K ﹤0.01%
2,000
2289
$20K ﹤0.01%
868
-50
2290
$19.9K ﹤0.01%
+400
2291
$19.9K ﹤0.01%
297
2292
$19.9K ﹤0.01%
1,130
+404
2293
$19.9K ﹤0.01%
800
2294
$19.8K ﹤0.01%
1,000
2295
$19.8K ﹤0.01%
3,699
+600
2296
$19.8K ﹤0.01%
91
+53
2297
$19.7K ﹤0.01%
1,000
2298
$19.7K ﹤0.01%
4,982
2299
$19.7K ﹤0.01%
3,783
+6
2300
$19.7K ﹤0.01%
1,350
+21
90 91
92
93 94