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
251
$1.2M 0.07%
27,903
-53
252
$1.2M 0.07%
40,333
+11,670
253
$1.2M 0.07%
5,410
+400
254
$1.2M 0.07%
12,791
+2,549
255
$1.19M 0.07%
4,997
-4
256
$1.19M 0.07%
3,812
+227
257
$1.17M 0.07%
44,175
+9,475
258
$1.17M 0.07%
45,100
+3,875
259
$1.16M 0.07%
9,895
+220
260
$1.16M 0.07%
18,161
+17,133
261
$1.16M 0.07%
20,112
+155
262
$1.14M 0.07%
37,346
-1,084
263
$1.13M 0.07%
45,190
+1,200
264
$1.13M 0.07%
24,072
+7,406
265
$1.13M 0.06%
21,555
-3,206
266
$1.12M 0.06%
42,192
+2,983
267
$1.12M 0.06%
16,612
+8,566
268
$1.12M 0.06%
7,501
+4,123
269
$1.11M 0.06%
13,399
+2,564
270
$1.11M 0.06%
14,062
+3,853
271
$1.1M 0.06%
15,940
-1,047
272
$1.1M 0.06%
14,444
-986
273
$1.09M 0.06%
19,894
-466
274
$1.08M 0.06%
9,956
+2,014
275
$1.08M 0.06%
6,873
+230
9 10
11
12 13