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 9.1%
2 Financials 5.98%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2376
– –
-53
2377
– –
-100
2378
– –
-200
2379
– –
-340
2380
– –
-144
2381
– –
-1,250
2382
– –
-1,129
2383
– –
-4,600
2384
– –
-636
2385
– –
-300
2386
– –
-1,035
2387
– –
-3,000
2388
– –
-214
2389
– –
-54
2390
– –
-304
2391
– –
-28
2392
– –
-419
2393
– –
-126
2394
– –
-7,168
2395
– –
-13
2396
– –
-50
2397
– –
-239
2398
– –
-10
2399
– –
-58
2400
– –
-840
94 95
96
97 98