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

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
2401
$15.2K ﹤0.01%
400
2402
$15.1K ﹤0.01%
121
+48
2403
$15.1K ﹤0.01%
307
+84
2404
$15.1K ﹤0.01%
183
2405
$15K ﹤0.01%
75
2406
$14.8K ﹤0.01%
500
2407
$14.8K ﹤0.01%
99
2408
$14.7K ﹤0.01%
+100
2409
$14.7K ﹤0.01%
1,500
2410
$14.6K ﹤0.01%
325
+129
2411
$14.6K ﹤0.01%
189
2412
$14.6K ﹤0.01%
579
+500
2413
$14.6K ﹤0.01%
605
+530
2414
$14.6K ﹤0.01%
1,590
2415
$14.6K ﹤0.01%
1,295
2416
$14.6K ﹤0.01%
134
+107
2417
$14.6K ﹤0.01%
554
2418
$14.6K ﹤0.01%
263
2419
$14.5K ﹤0.01%
1,810
+117
2420
$14.5K ﹤0.01%
582
+6
2421
$14.5K ﹤0.01%
444
2422
$14.5K ﹤0.01%
1,063
+75
2423
$14.5K ﹤0.01%
+700
2424
$14.4K ﹤0.01%
105
2425
$14.4K ﹤0.01%
150