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
2626
$6.03K ﹤0.01%
452
2627
$6.02K ﹤0.01%
200
2628
$6.01K ﹤0.01%
89
2629
– –
0
2630
$6K ﹤0.01%
+194
2631
$5.98K ﹤0.01%
+129
2632
$5.97K ﹤0.01%
188
2633
$5.94K ﹤0.01%
950
-100
2634
$5.91K ﹤0.01%
150
2635
$5.87K ﹤0.01%
260
+200
2636
$5.86K ﹤0.01%
502
2637
$5.84K ﹤0.01%
77
2638
$5.82K ﹤0.01%
26
2639
$5.81K ﹤0.01%
140
-600
2640
$5.77K ﹤0.01%
+11
2641
$5.73K ﹤0.01%
43
2642
$5.69K ﹤0.01%
93
-16
2643
$5.66K ﹤0.01%
39
2644
$5.65K ﹤0.01%
61
+5
2645
$5.64K ﹤0.01%
450
+100
2646
$5.63K ﹤0.01%
537
2647
$5.61K ﹤0.01%
40
-3
2648
$5.59K ﹤0.01%
235
2649
$5.59K ﹤0.01%
96
2650
$5.57K ﹤0.01%
+194
104 105
106
107 108