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APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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
+$2.56M
2
+$2.56M
3
+$2.11M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.07M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.03M

Top Sells

1
+$2.47M
2
+$1.43M
3
+$1.42M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.29M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.14M

Sector Composition

1 Technology 9.1%
2 Financials 5.98%
3 Healthcare 4.72%
4 Communication Services 4.5%
5 Industrials 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
– –
-100
2427
– –
-2,665
2428
– –
-1,942
2429
– –
-500
2430
– –
-1,070
2431
– –
-884
2432
– –
-250
2433
– –
-289
2434
– –
-1,540
2435
– –
-6
2436
– –
-40
2437
– –
-822
2438
– –
0
2439
– –
-54
2440
– –
-4
2441
– –
-252
2442
– –
-160
2443
– –
-2,500
2444
– –
-1,687
2445
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-100
2446
– –
-300
94 95 96 97
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