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

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
2651
$5.56K ﹤0.01%
112
+12
2652
$5.55K ﹤0.01%
96
2653
$5.53K ﹤0.01%
1,000
2654
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2655
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2656
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154
2657
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2658
$5.48K ﹤0.01%
83
2659
$5.47K ﹤0.01%
250
2660
$5.46K ﹤0.01%
93
2661
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2662
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125
2663
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100
2664
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38
2665
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2666
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2667
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2668
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2669
$5.37K ﹤0.01%
24
+9
2670
$5.37K ﹤0.01%
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2671
$5.33K ﹤0.01%
445
2672
$5.33K ﹤0.01%
60
2673
$5.3K ﹤0.01%
+123
2674
$5.3K ﹤0.01%
+500
2675
$5.28K ﹤0.01%
400