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
2576
$2.2K ﹤0.01%
30
2577
$2.19K ﹤0.01%
73
2578
$2.19K ﹤0.01%
315
-1,757
2579
$2.18K ﹤0.01%
66
2580
$2.18K ﹤0.01%
39
2581
$2.17K ﹤0.01%
50
2582
$2.16K ﹤0.01%
108
2583
$2.13K ﹤0.01%
112
+41
2584
$2.13K ﹤0.01%
150
2585
$2.11K ﹤0.01%
100
2586
$2.09K ﹤0.01%
134
2587
$2.09K ﹤0.01%
+11
2588
$2.09K ﹤0.01%
+15
2589
$2.09K ﹤0.01%
+43
2590
$2.08K ﹤0.01%
100
2591
$2.08K ﹤0.01%
73
2592
$2.08K ﹤0.01%
19
2593
$2.07K ﹤0.01%
+83
2594
$2.06K ﹤0.01%
700
2595
$2.06K ﹤0.01%
4
2596
$2.06K ﹤0.01%
97
2597
$2.06K ﹤0.01%
198
2598
$2.05K ﹤0.01%
310
2599
$2.05K ﹤0.01%
48
2600
$2.05K ﹤0.01%
600
102 103
104
105 106