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
2526
$2.46K ﹤0.01%
117
2527
$2.44K ﹤0.01%
32
2528
$2.44K ﹤0.01%
137
2529
$2.44K ﹤0.01%
135
2530
$2.43K ﹤0.01%
47
2531
$2.43K ﹤0.01%
+50
2532
$2.41K ﹤0.01%
100
2533
$2.4K ﹤0.01%
175
2534
$2.4K ﹤0.01%
+24
2535
$2.4K ﹤0.01%
+60
2536
$2.39K ﹤0.01%
250
2537
$2.39K ﹤0.01%
200
2538
$2.39K ﹤0.01%
263
2539
$2.39K ﹤0.01%
200
2540
$2.38K ﹤0.01%
114
-51
2541
$2.38K ﹤0.01%
63
2542
$2.38K ﹤0.01%
176
2543
$2.38K ﹤0.01%
10
-13
2544
$2.37K ﹤0.01%
47
2545
$2.37K ﹤0.01%
73
2546
$2.37K ﹤0.01%
118
2547
$2.37K ﹤0.01%
68
+15
2548
$2.36K ﹤0.01%
+27
2549
$2.36K ﹤0.01%
110
+50
2550
$2.36K ﹤0.01%
+30
100 101
102
103 104