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
2726
$4.63K ﹤0.01%
49
+31
2727
$4.63K ﹤0.01%
39
+7
2728
$4.62K ﹤0.01%
175
2729
$4.61K ﹤0.01%
155
+15
2730
$4.6K ﹤0.01%
118
2731
$4.56K ﹤0.01%
+125
2732
$4.55K ﹤0.01%
100
2733
$4.53K ﹤0.01%
+249
2734
$4.53K ﹤0.01%
25
2735
$4.53K ﹤0.01%
+317
2736
$4.51K ﹤0.01%
219
2737
$4.48K ﹤0.01%
260
2738
$4.48K ﹤0.01%
9
-84
2739
$4.46K ﹤0.01%
87
2740
$4.45K ﹤0.01%
2,593
+2,201
2741
$4.44K ﹤0.01%
53
2742
$4.41K ﹤0.01%
100
2743
$4.41K ﹤0.01%
115
+39
2744
$4.4K ﹤0.01%
100
2745
$4.4K ﹤0.01%
100
2746
$4.39K ﹤0.01%
46
2747
$4.38K ﹤0.01%
500
2748
$4.37K ﹤0.01%
104
2749
$4.37K ﹤0.01%
69
-254
2750
$4.36K ﹤0.01%
170
+53
108 109
110
111 112