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
2726
$1.21K ﹤0.01%
3
2727
$1.21K ﹤0.01%
354
2728
$1.2K ﹤0.01%
100
2729
$1.19K ﹤0.01%
+10
2730
$1.18K ﹤0.01%
39
2731
$1.17K ﹤0.01%
39
2732
$1.16K ﹤0.01%
150
2733
$1.16K ﹤0.01%
+400
2734
$1.15K ﹤0.01%
34
2735
$1.14K ﹤0.01%
100
2736
$1.14K ﹤0.01%
18
2737
$1.14K ﹤0.01%
+13
2738
$1.13K ﹤0.01%
94
2739
$1.13K ﹤0.01%
186
2740
$1.13K ﹤0.01%
251
2741
$1.13K ﹤0.01%
119
2742
$1.12K ﹤0.01%
69
2743
$1.12K ﹤0.01%
61
2744
$1.11K ﹤0.01%
46
2745
$1.11K ﹤0.01%
65
2746
$1.09K ﹤0.01%
378
+14
2747
$1.09K ﹤0.01%
125
2748
$1.09K ﹤0.01%
77
2749
$1.09K ﹤0.01%
+50
2750
$1.06K ﹤0.01%
42
108 109
110
111 112