Institutions / American Portfolios Advisors
American Portfolios Advisors
CIK 1961150 · Institution · as of Sep 30, 2022
Portfolio value
$2.36B
Positions
3,523
As of
Sep 30, 2022
Portfolio trend
Portfolio value
$2.36B-3.1%Positions
3,523+0.1%Top holdings
Sep 30, 2022View all 3,523 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc.AAPL | $111.44M | 4.7% |
| Ishares Msci Denmark ETF | $54.52M | 2.3% |
| First Trust Exchange-Traded Fund VIII | $53.61M | 2.3% |
| Vanguard Index FdsVTV | $44.21M | 1.9% |
| Microsoft CorpMSFT | $44.08M | 1.9% |
| Vanguard Index FdsVUG | $41.26M | 1.7% |
| Invesco Qqq TrQQQ | $36.19M | 1.5% |
| Amazon Com IncAMZN | $33.60M | 1.4% |
| SPDR S&P 500 ETF TrSPY | $33.05M | 1.4% |
| First Trust Exchange-Traded Fund VIII | $25.15M | 1.1% |
| Ishares Msci Denmark ETF | $23.10M | 1.0% |
| Nvidia CorpNVDA | $22.25M | 0.9% |
| Tesla, Inc.TSLA | $21.52M | 0.9% |
| First Tr Exchange-Traded FdRDVY | $20.90M | 0.9% |
| Vanguard Whitehall FdsVYM | $20.73M | 0.9% |
| SSGA Active Trust | $17.85M | 0.8% |
| SPDR Dow Jones Indl AverageDIA | $17.72M | 0.8% |
| Vanguard Specialized FundsVIG | $17.48M | 0.7% |
| iShares TrIJR | $16.15M | 0.7% |
| Unitedhealth Group IncUNH | $15.46M | 0.7% |
| Vanguard Index FdsVOO | $15.13M | 0.6% |
| SPDR Gold TrGLD | $13.67M | 0.6% |
| iShares TrIWF | $13.56M | 0.6% |
| Schwab Strategic TrSCHD | $13.29M | 0.6% |
| Ishares Msci Denmark ETF | $13.15M | 0.6% |
Activity
Sep 30, 2022View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q3 2020 as of | Add Other (per filing) | Apple Inc. common | $63.25M | +546K +300.73% | 727,793 3.57% of portfolio | high |
| Q1 2020 as of | Add Other (per filing) | First Trust Exchange-Traded Fund VIII fund | $62.78M | +2.3M +6255.08% | 2,303,654 2.70% of portfolio | high |
| Q3 2021 as of | Add Other (per filing) | Nvidia Corp common | $28.24M | +136K +323.40% | 178,420 1.57% of portfolio | medium |
| Q2 2022 |