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
$1.73B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

Top Sells

1
+$7.07M
2
+$6.56M
3
+$5.88M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.61M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.69M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.81%
3 Healthcare 4.78%
4 Communication Services 3.88%
5 Financials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.39M 0.08%
52,792
-504
227
$1.38M 0.08%
5,931
+1,365
228
$1.37M 0.08%
10,572
-106
229
$1.37M 0.08%
18,220
+906
230
$1.34M 0.08%
10,011
+2,805
231
$1.34M 0.08%
35,532
+5
232
$1.34M 0.08%
9,582
+509
233
$1.32M 0.08%
26,388
+1,866
234
$1.32M 0.08%
9,720
-48
235
$1.32M 0.08%
6,944
-697
236
$1.31M 0.08%
27,037
-423
237
$1.31M 0.08%
32,092
-46
238
$1.31M 0.08%
14,807
-3,874
239
$1.27M 0.07%
54,035
-4,539
240
$1.27M 0.07%
42,266
-30,954
241
$1.26M 0.07%
12,340
+1,970
242
$1.25M 0.07%
48,755
243
$1.25M 0.07%
3,684
+1,710
244
$1.25M 0.07%
21,183
+3,062
245
$1.24M 0.07%
11,885
+6,366
246
$1.23M 0.07%
4,985
+1,018
247
$1.23M 0.07%
16,340
+3,044
248
$1.22M 0.07%
3,783
+2,220
249
$1.22M 0.07%
19,696
+10,888
250
$1.21M 0.07%
8,460
-2,713
8 9
10
11 12