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
2451
$13.3K ﹤0.01%
715
2452
$13.3K ﹤0.01%
2,250
2453
$13.3K ﹤0.01%
800
-1,025
2454
$13.2K ﹤0.01%
310
+24
2455
$13.2K ﹤0.01%
1,146
2456
$13.2K ﹤0.01%
+475
2457
$13.2K ﹤0.01%
251
-12,697
2458
$13.1K ﹤0.01%
261
2459
$13.1K ﹤0.01%
1,352
+900
2460
$13K ﹤0.01%
248
+48
2461
$12.9K ﹤0.01%
850
-350
2462
$12.9K ﹤0.01%
1,976
-54,163
2463
$12.8K ﹤0.01%
575
2464
$12.8K ﹤0.01%
450
-16,689
2465
$12.7K ﹤0.01%
188
+70
2466
$12.7K ﹤0.01%
228
-48
2467
$12.7K ﹤0.01%
184
+36
2468
$12.6K ﹤0.01%
2,000
2469
$12.5K ﹤0.01%
131
-17
2470
$12.5K ﹤0.01%
650
2471
$12.5K ﹤0.01%
146
2472
$12.5K ﹤0.01%
230
+62
2473
$12.4K ﹤0.01%
728
+13
2474
$12.4K ﹤0.01%
250
2475
$12.4K ﹤0.01%
267
97 98
99
100 101