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
2301
$19.6K ﹤0.01%
661
+267
2302
$19.6K ﹤0.01%
365
2303
$19.6K ﹤0.01%
813
+10
2304
$19.6K ﹤0.01%
600
2305
$19.5K ﹤0.01%
450
+250
2306
$19.4K ﹤0.01%
500
2307
$19.4K ﹤0.01%
295
2308
$19.3K ﹤0.01%
5,081
2309
$19.2K ﹤0.01%
800
2310
$19.1K ﹤0.01%
219
2311
$19.1K ﹤0.01%
453
+72
2312
$19K ﹤0.01%
758
-100
2313
$19K ﹤0.01%
159
-30
2314
$18.9K ﹤0.01%
516
+245
2315
$18.9K ﹤0.01%
1,100
2316
$18.8K ﹤0.01%
494
2317
$18.8K ﹤0.01%
+1,200
2318
$18.8K ﹤0.01%
150
+25
2319
$18.7K ﹤0.01%
850
2320
$18.6K ﹤0.01%
704
+47
2321
$18.6K ﹤0.01%
259
2322
$18.5K ﹤0.01%
1,300
2323
$18.4K ﹤0.01%
1,000
2324
$18.3K ﹤0.01%
390
2325
$18.2K ﹤0.01%
982
91 92
93
94 95