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

Top Sells

1
+$7.99M
2
+$5.18M
3
+$4.65M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.09M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.07M

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
2501
$7.69K ﹤0.01%
58
-64
2502
$7.68K ﹤0.01%
+573
2503
$7.66K ﹤0.01%
+500
2504
$7.66K ﹤0.01%
271
2505
$7.64K ﹤0.01%
90
2506
$7.62K ﹤0.01%
750
2507
$7.61K ﹤0.01%
260
2508
$7.61K ﹤0.01%
350
+100
2509
$7.6K ﹤0.01%
385
-6,401
2510
$7.6K ﹤0.01%
20
2511
$7.52K ﹤0.01%
+600
2512
$7.51K ﹤0.01%
66
+32
2513
$7.51K ﹤0.01%
109
+39
2514
$7.4K ﹤0.01%
132
-880
2515
$7.39K ﹤0.01%
125
+94
2516
$7.37K ﹤0.01%
+80
2517
$7.35K ﹤0.01%
166
+16
2518
$7.3K ﹤0.01%
505
2519
$7.29K ﹤0.01%
1,300
2520
$7.29K ﹤0.01%
+800
2521
$7.27K ﹤0.01%
302
+180
2522
$7.25K ﹤0.01%
143
+44
2523
$7.23K ﹤0.01%
262
-566
2524
$7.23K ﹤0.01%
200
2525
$7.19K ﹤0.01%
148
99 100
101
102 103