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
2601
$6.36K ﹤0.01%
1,500
2602
$6.34K ﹤0.01%
160
-93
2603
$6.34K ﹤0.01%
274
2604
$6.32K ﹤0.01%
+2
2605
$6.31K ﹤0.01%
69
2606
$6.27K ﹤0.01%
78
2607
$6.26K ﹤0.01%
102
-51
2608
$6.25K ﹤0.01%
+24
2609
$6.24K ﹤0.01%
421
2610
$6.24K ﹤0.01%
122
-59
2611
$6.24K ﹤0.01%
98
+25
2612
$6.23K ﹤0.01%
+164
2613
$6.2K ﹤0.01%
155
2614
$6.17K ﹤0.01%
100
-105
2615
$6.17K ﹤0.01%
+600
2616
$6.16K ﹤0.01%
407
2617
$6.16K ﹤0.01%
+298
2618
$6.14K ﹤0.01%
2,000
2619
$6.12K ﹤0.01%
537
+7
2620
$6.11K ﹤0.01%
333
2621
$6.1K ﹤0.01%
1,350
2622
$6.1K ﹤0.01%
150
2623
$6.08K ﹤0.01%
99
2624
$6.05K ﹤0.01%
128
2625
$6.03K ﹤0.01%
177
+67
103 104
105
106 107