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
2701
$4.93K ﹤0.01%
173
+158
2702
$4.93K ﹤0.01%
51
2703
$4.92K ﹤0.01%
187
+51
2704
$4.92K ﹤0.01%
57
+32
2705
$4.91K ﹤0.01%
350
2706
$4.91K ﹤0.01%
65
2707
$4.91K ﹤0.01%
393
-747
2708
$4.88K ﹤0.01%
550
2709
$4.88K ﹤0.01%
461
2710
$4.88K ﹤0.01%
84
-55
2711
$4.85K ﹤0.01%
86
2712
$4.84K ﹤0.01%
127
2713
$4.84K ﹤0.01%
100
2714
$4.84K ﹤0.01%
149
+47
2715
$4.84K ﹤0.01%
59
2716
$4.84K ﹤0.01%
200
2717
$4.81K ﹤0.01%
+137
2718
$4.78K ﹤0.01%
130
+30
2719
$4.78K ﹤0.01%
519
2720
$4.77K ﹤0.01%
50
2721
$4.76K ﹤0.01%
500
2722
$4.74K ﹤0.01%
+88
2723
$4.7K ﹤0.01%
12
-50
2724
$4.65K ﹤0.01%
397
-247
2725
$4.65K ﹤0.01%
183
107 108
109
110 111