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
2501
$2.65K ﹤0.01%
188
2502
$2.65K ﹤0.01%
98
2503
$2.63K ﹤0.01%
25
2504
$2.62K ﹤0.01%
53
2505
$2.62K ﹤0.01%
750
-5,385
2506
$2.6K ﹤0.01%
+46
2507
$2.59K ﹤0.01%
87
+16
2508
$2.58K ﹤0.01%
120
2509
$2.58K ﹤0.01%
144
2510
$2.58K ﹤0.01%
187
2511
$2.56K ﹤0.01%
110
2512
$2.55K ﹤0.01%
+31
2513
$2.55K ﹤0.01%
10
+2
2514
$2.53K ﹤0.01%
350
2515
$2.53K ﹤0.01%
20
2516
$2.53K ﹤0.01%
104
+11
2517
$2.52K ﹤0.01%
+23
2518
$2.51K ﹤0.01%
447
2519
$2.51K ﹤0.01%
85
+60
2520
$2.5K ﹤0.01%
300
2521
$2.49K ﹤0.01%
+86
2522
$2.49K ﹤0.01%
153
2523
$2.48K ﹤0.01%
95
2524
$2.47K ﹤0.01%
1,800
2525
$2.46K ﹤0.01%
178
99 100
101
102 103