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
2701
$1.39K ﹤0.01%
16
2702
$1.38K ﹤0.01%
604
2703
$1.38K ﹤0.01%
103
2704
$1.38K ﹤0.01%
500
2705
$1.37K ﹤0.01%
23
-125
2706
$1.37K ﹤0.01%
101
2707
$1.37K ﹤0.01%
110
2708
$1.37K ﹤0.01%
100
2709
$1.36K ﹤0.01%
215
2710
$1.35K ﹤0.01%
255
2711
$1.35K ﹤0.01%
804
2712
$1.35K ﹤0.01%
97
2713
$1.35K ﹤0.01%
8
2714
$1.34K ﹤0.01%
107
2715
$1.34K ﹤0.01%
86
-1,611
2716
$1.32K ﹤0.01%
137
2717
$1.32K ﹤0.01%
102
2718
$1.31K ﹤0.01%
41
2719
$1.3K ﹤0.01%
22
2720
$1.3K ﹤0.01%
27
-146
2721
$1.29K ﹤0.01%
69
2722
$1.28K ﹤0.01%
100
2723
$1.25K ﹤0.01%
+5
2724
$1.22K ﹤0.01%
148
-200
2725
$1.22K ﹤0.01%
110
107 108
109
110 111