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
2526
$7.19K ﹤0.01%
545
-1,500
2527
$7.18K ﹤0.01%
196
+155
2528
$7.16K ﹤0.01%
603
-22
2529
$7.16K ﹤0.01%
117
2530
$7.16K ﹤0.01%
211
2531
$7.15K ﹤0.01%
951
+292
2532
$7.13K ﹤0.01%
550
2533
$7.12K ﹤0.01%
+146
2534
$7.1K ﹤0.01%
388
2535
$7.08K ﹤0.01%
1,026
+6
2536
$7.08K ﹤0.01%
223
-87
2537
$7.07K ﹤0.01%
73
2538
$7.06K ﹤0.01%
76
+67
2539
$7.06K ﹤0.01%
118
+100
2540
$7.05K ﹤0.01%
143
-57
2541
$7.05K ﹤0.01%
105
-53
2542
$7.04K ﹤0.01%
180
+20
2543
$7.04K ﹤0.01%
+147
2544
$7.04K ﹤0.01%
850
+600
2545
$7.03K ﹤0.01%
140
-24
2546
$7.02K ﹤0.01%
+146
2547
$6.97K ﹤0.01%
49
+20
2548
$6.96K ﹤0.01%
84
+52
2549
$6.95K ﹤0.01%
+100
2550
$6.94K ﹤0.01%
350
100 101
102
103 104