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
2576
$6.61K ﹤0.01%
531
2577
$6.58K ﹤0.01%
72
-11
2578
$6.57K ﹤0.01%
569
2579
$6.57K ﹤0.01%
356
2580
$6.55K ﹤0.01%
+95
2581
$6.54K ﹤0.01%
6,000
+4,500
2582
$6.54K ﹤0.01%
+34
2583
$6.53K ﹤0.01%
+75
2584
$6.53K ﹤0.01%
150
2585
$6.53K ﹤0.01%
109
2586
$6.5K ﹤0.01%
+67
2587
$6.5K ﹤0.01%
273
-652
2588
$6.49K ﹤0.01%
58
-6,698
2589
$6.49K ﹤0.01%
+89
2590
$6.48K ﹤0.01%
12
+3
2591
$6.42K ﹤0.01%
332
+79
2592
$6.41K ﹤0.01%
125
-149
2593
$6.41K ﹤0.01%
168
+73
2594
$6.4K ﹤0.01%
755
+325
2595
$6.4K ﹤0.01%
1,260
2596
$6.38K ﹤0.01%
600
2597
$6.38K ﹤0.01%
463
+288
2598
$6.38K ﹤0.01%
+137
2599
$6.37K ﹤0.01%
1,333
-780
2600
$6.36K ﹤0.01%
100
102 103
104
105 106