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
2676
$5.27K ﹤0.01%
120
2677
$5.23K ﹤0.01%
100
2678
$5.21K ﹤0.01%
+500
2679
$5.21K ﹤0.01%
150
2680
$5.2K ﹤0.01%
135
+64
2681
$5.19K ﹤0.01%
+130
2682
$5.17K ﹤0.01%
66
2683
$5.17K ﹤0.01%
69
2684
$5.16K ﹤0.01%
33
2685
$5.15K ﹤0.01%
170
2686
$5.14K ﹤0.01%
90
2687
$5.14K ﹤0.01%
61
2688
$5.11K ﹤0.01%
+621
2689
$5.1K ﹤0.01%
210
+103
2690
$5.08K ﹤0.01%
+450
2691
$5.06K ﹤0.01%
78
2692
$5.03K ﹤0.01%
155
2693
$5.03K ﹤0.01%
100
2694
$5.01K ﹤0.01%
70
2695
$5.01K ﹤0.01%
112
2696
$5.01K ﹤0.01%
500
2697
– –
-1
2698
$4.98K ﹤0.01%
+1
2699
$4.96K ﹤0.01%
+2,942
2700
$4.95K ﹤0.01%
99
106 107
108
109 110