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
$2.29B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,356
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$9.87M
3 +$8.6M
4
ABNB icon
Airbnb
ABNB
+$7.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.07M

Sector Composition

1 Technology 12.03%
2 Consumer Discretionary 6.17%
3 Healthcare 4.91%
4 Communication Services 4.1%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$8.15K ﹤0.01%
1,137
2477
$8.14K ﹤0.01%
3
+2
2478
$8.13K ﹤0.01%
315
2479
$8.12K ﹤0.01%
300
2480
$8.11K ﹤0.01%
305
2481
$8.1K ﹤0.01%
150
2482
$8.09K ﹤0.01%
22
+9
2483
$8.08K ﹤0.01%
1,008
+934
2484
$7.99K ﹤0.01%
154
+82
2485
$7.99K ﹤0.01%
200
2486
$7.97K ﹤0.01%
174
+33
2487
$7.96K ﹤0.01%
43
+20
2488
$7.94K ﹤0.01%
635
2489
$7.93K ﹤0.01%
183
-17
2490
$7.9K ﹤0.01%
569
+371
2491
$7.89K ﹤0.01%
+148
2492
$7.89K ﹤0.01%
104
+29
2493
$7.87K ﹤0.01%
455
+79
2494
$7.83K ﹤0.01%
+85
2495
$7.78K ﹤0.01%
175
2496
$7.78K ﹤0.01%
+102
2497
$7.77K ﹤0.01%
70
2498
$7.77K ﹤0.01%
+2,421
2499
$7.74K ﹤0.01%
+300
2500
$7.72K ﹤0.01%
205
+196