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
2551
$2.36K ﹤0.01%
80
-80
2552
$2.35K ﹤0.01%
+100
2553
$2.34K ﹤0.01%
93
2554
$2.33K ﹤0.01%
64
2555
$2.33K ﹤0.01%
+34
2556
$2.31K ﹤0.01%
+155
2557
$2.31K ﹤0.01%
+63
2558
$2.3K ﹤0.01%
25
2559
$2.29K ﹤0.01%
260
2560
$2.28K ﹤0.01%
500
2561
$2.27K ﹤0.01%
100
2562
$2.27K ﹤0.01%
+100
2563
$2.26K ﹤0.01%
+88
2564
$2.26K ﹤0.01%
150
-5,000
2565
$2.25K ﹤0.01%
533
2566
$2.25K ﹤0.01%
+18
2567
$2.25K ﹤0.01%
84
2568
$2.25K ﹤0.01%
72
-4,345
2569
$2.24K ﹤0.01%
38
2570
$2.24K ﹤0.01%
+224
2571
$2.24K ﹤0.01%
28
-8
2572
$2.23K ﹤0.01%
629
2573
$2.22K ﹤0.01%
32
2574
$2.22K ﹤0.01%
5
2575
$2.2K ﹤0.01%
64
101 102
103
104 105