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
2426
$14.3K ﹤0.01%
55
2427
$14.2K ﹤0.01%
+500
2428
$14.2K ﹤0.01%
432
2429
$14.2K ﹤0.01%
8,000
2430
$14.1K ﹤0.01%
1,473
+732
2431
$14.1K ﹤0.01%
692
2432
$14K ﹤0.01%
566
-300
2433
$14K ﹤0.01%
450
2434
$14K ﹤0.01%
768
2435
$13.9K ﹤0.01%
280
2436
$13.8K ﹤0.01%
300
2437
$13.8K ﹤0.01%
+210
2438
$13.8K ﹤0.01%
21
-9
2439
$13.8K ﹤0.01%
1,405
2440
$13.8K ﹤0.01%
+904
2441
$13.7K ﹤0.01%
+2,000
2442
$13.7K ﹤0.01%
915
+115
2443
$13.6K ﹤0.01%
244
2444
$13.6K ﹤0.01%
424
+124
2445
$13.6K ﹤0.01%
334
-633
2446
$13.6K ﹤0.01%
200
2447
$13.5K ﹤0.01%
1,800
2448
$13.5K ﹤0.01%
908
+13
2449
$13.4K ﹤0.01%
413
2450
$13.4K ﹤0.01%
35
-267
96 97
98
99 100