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
2551
$6.93K ﹤0.01%
+150
2552
$6.93K ﹤0.01%
12
2553
$6.92K ﹤0.01%
214
2554
$6.92K ﹤0.01%
123
2555
$6.9K ﹤0.01%
15
2556
$6.85K ﹤0.01%
670
2557
$6.85K ﹤0.01%
+1,400
2558
$6.85K ﹤0.01%
934
-146
2559
$6.83K ﹤0.01%
300
+250
2560
$6.83K ﹤0.01%
+39
2561
$6.83K ﹤0.01%
1,264
2562
$6.81K ﹤0.01%
280
2563
$6.8K ﹤0.01%
+287
2564
$6.79K ﹤0.01%
+150
2565
$6.78K ﹤0.01%
242
2566
$6.77K ﹤0.01%
699
2567
$6.75K ﹤0.01%
100
2568
$6.74K ﹤0.01%
99
2569
$6.73K ﹤0.01%
100
2570
$6.72K ﹤0.01%
50
2571
$6.71K ﹤0.01%
258
-44
2572
$6.7K ﹤0.01%
241
+87
2573
$6.7K ﹤0.01%
22
2574
$6.69K ﹤0.01%
305
2575
$6.63K ﹤0.01%
520
-286
101 102
103
104 105