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
2351
$17.2K ﹤0.01%
+285
2352
$17K ﹤0.01%
153
2353
$17K ﹤0.01%
5,000
2354
$16.8K ﹤0.01%
221
2355
$16.8K ﹤0.01%
275
2356
$16.7K ﹤0.01%
264
-96
2357
$16.6K ﹤0.01%
744
2358
$16.6K ﹤0.01%
1,085
-288
2359
$16.6K ﹤0.01%
1,135
+806
2360
$16.6K ﹤0.01%
1,550
-500
2361
$16.5K ﹤0.01%
240
+120
2362
$16.5K ﹤0.01%
3,000
2363
$16.5K ﹤0.01%
572
2364
$16.4K ﹤0.01%
792
+2
2365
$16.4K ﹤0.01%
388
+78
2366
$16.4K ﹤0.01%
196
-692
2367
$16.4K ﹤0.01%
518
2368
$16.4K ﹤0.01%
250
2369
$16.3K ﹤0.01%
800
2370
$16.2K ﹤0.01%
391
+40
2371
$16.2K ﹤0.01%
146
+123
2372
$16K ﹤0.01%
1,000
2373
$15.9K ﹤0.01%
906
2374
$15.9K ﹤0.01%
140
2375
$15.9K ﹤0.01%
834
93 94
95
96 97