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
$1.41B
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,990
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$5.5M
3
+$4.82M
4
INMD icon
InMode
INMD
+$4.76M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$4.66M

Top Sells

1
+$8.79M
2
+$3.69M
3
+$2.51M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.1M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.03M

Sector Composition

1 Technology 10.26%
2 Healthcare 5.14%
3 Financials 4.98%
4 Consumer Discretionary 4.22%
5 Communication Services 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56.6M 4.03%
770,976
+75,032
2
$39.6M 2.81%
122,385
-274
3
$31M 2.2%
258,413
+22,110
4
$27.3M 1.94%
128,197
+16,217
5
$26.1M 1.85%
143,154
+16,861
6
$21.4M 1.52%
66,554
+2,794
7
$21.1M 1.5%
134,080
+18,469
8
$19.5M 1.39%
634,572
+32,744
9
$16.7M 1.19%
180,960
+17,700
10
$15.7M 1.12%
167,330
+11,182
11
$15.3M 1.08%
109,415
+31,554
12
$13M 0.93%
223,065
+10,021
13
$13M 0.92%
45,548
+7,583
14
$12.5M 0.89%
254,502
+58,338
15
$12.1M 0.86%
97,078
+6,435
16
$12M 0.86%
224,148
+37,254
17
$11.8M 0.84%
235,963
+13,438
18
$10M 0.71%
227,440
+36,429
19
$10M 0.71%
48,728
-77
20
$9.49M 0.67%
176,296
+30,639
21
$9.36M 0.67%
155,819
+3,871
22
$8.94M 0.64%
47,580
+6,796
23
$8.7M 0.62%
29,426
+1,929
24
$8.45M 0.6%
73,046
+703
25
$8.34M 0.59%
75,681
-79,729
1
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