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
2326
$18.2K ﹤0.01%
250
2327
$18.1K ﹤0.01%
1,854
+597
2328
$18K ﹤0.01%
1,750
2329
$17.9K ﹤0.01%
15
2330
$17.9K ﹤0.01%
1,245
2331
$17.9K ﹤0.01%
24
-1,205
2332
$17.9K ﹤0.01%
5,675
2333
$17.9K ﹤0.01%
491
2334
$17.8K ﹤0.01%
185
+75
2335
$17.8K ﹤0.01%
1,099
2336
$17.8K ﹤0.01%
431
+80
2337
$17.7K ﹤0.01%
314
+103
2338
$17.7K ﹤0.01%
244
+48
2339
$17.7K ﹤0.01%
697
2340
$17.7K ﹤0.01%
+209
2341
$17.6K ﹤0.01%
5
2342
$17.5K ﹤0.01%
533
2343
$17.5K ﹤0.01%
517
+4
2344
$17.5K ﹤0.01%
170
+31
2345
$17.4K ﹤0.01%
194
+96
2346
$17.3K ﹤0.01%
+500
2347
$17.3K ﹤0.01%
309
+245
2348
$17.3K ﹤0.01%
668
-500
2349
$17.3K ﹤0.01%
566
+2
2350
$17.2K ﹤0.01%
193
92 93
94
95 96