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
2376
$15.8K ﹤0.01%
1,137
+5
2377
$15.8K ﹤0.01%
1,279
+14
2378
$15.8K ﹤0.01%
316
+73
2379
$15.7K ﹤0.01%
670
2380
$15.7K ﹤0.01%
3,562
+3,244
2381
$15.7K ﹤0.01%
1,025
2382
$15.6K ﹤0.01%
650
2383
$15.6K ﹤0.01%
230
2384
$15.6K ﹤0.01%
342
2385
$15.5K ﹤0.01%
+1,000
2386
$15.5K ﹤0.01%
1,051
2387
$15.4K ﹤0.01%
77
+1
2388
$15.3K ﹤0.01%
264
-289
2389
$15.3K ﹤0.01%
897
-300
2390
$15.3K ﹤0.01%
991
+21
2391
$15.3K ﹤0.01%
546
2392
$15.3K ﹤0.01%
180
-586
2393
$15.3K ﹤0.01%
1,200
2394
$15.3K ﹤0.01%
266
+20
2395
$15.3K ﹤0.01%
1,500
-500
2396
$15.2K ﹤0.01%
175
-6
2397
$15.2K ﹤0.01%
468
2398
$15.2K ﹤0.01%
410
-134
2399
$15.2K ﹤0.01%
+94
2400
$15.2K ﹤0.01%
1,765
94 95
96
97 98