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
2676
$1.55K ﹤0.01%
150
2677
$1.54K ﹤0.01%
42
2678
$1.53K ﹤0.01%
47
-188
2679
$1.53K ﹤0.01%
+312
2680
$1.53K ﹤0.01%
+1
2681
$1.52K ﹤0.01%
107
2682
$1.51K ﹤0.01%
36
-57,375
2683
$1.51K ﹤0.01%
133
2684
$1.51K ﹤0.01%
280
2685
$1.5K ﹤0.01%
200
2686
$1.48K ﹤0.01%
31
2687
$1.48K ﹤0.01%
35
-17
2688
$1.48K ﹤0.01%
250
2689
$1.45K ﹤0.01%
1,000
2690
$1.45K ﹤0.01%
449
+3
2691
$1.44K ﹤0.01%
+43
2692
$1.44K ﹤0.01%
5,150
2693
$1.44K ﹤0.01%
+17
2694
$1.43K ﹤0.01%
13
2695
$1.43K ﹤0.01%
60
+50
2696
$1.43K ﹤0.01%
36
+20
2697
$1.41K ﹤0.01%
205
2698
$1.4K ﹤0.01%
80
2699
$1.4K ﹤0.01%
50
2700
$1.39K ﹤0.01%
200
106 107
108
109 110