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
2601
$2.04K ﹤0.01%
153
2602
$2.03K ﹤0.01%
60
-1,053
2603
$2.03K ﹤0.01%
37
2604
$2.02K ﹤0.01%
70
2605
$2.02K ﹤0.01%
89
2606
$2.02K ﹤0.01%
100
-100
2607
$2.01K ﹤0.01%
225
2608
$2.01K ﹤0.01%
38
2609
$2.01K ﹤0.01%
+100
2610
$2.01K ﹤0.01%
41
+11
2611
$2.01K ﹤0.01%
100
2612
$2.01K ﹤0.01%
38
-40
2613
$2K ﹤0.01%
300
+200
2614
$1.99K ﹤0.01%
39
2615
$1.99K ﹤0.01%
+12
2616
$1.97K ﹤0.01%
59
2617
$1.97K ﹤0.01%
32
-18
2618
$1.96K ﹤0.01%
76
2619
$1.96K ﹤0.01%
18
2620
$1.96K ﹤0.01%
36
-138
2621
$1.96K ﹤0.01%
61
2622
$1.96K ﹤0.01%
15
2623
$1.95K ﹤0.01%
2,000
2624
$1.95K ﹤0.01%
+54
2625
$1.94K ﹤0.01%
49
103 104
105
106 107