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
2751
$4.36K ﹤0.01%
74
2752
$4.35K ﹤0.01%
1,310
2753
$4.34K ﹤0.01%
+140
2754
$4.28K ﹤0.01%
855
2755
$4.26K ﹤0.01%
1,392
+1,000
2756
$4.25K ﹤0.01%
400
2757
$4.25K ﹤0.01%
75
2758
$4.24K ﹤0.01%
+200
2759
$4.23K ﹤0.01%
85
+1
2760
$4.23K ﹤0.01%
105
+55
2761
– –
0
2762
$4.19K ﹤0.01%
62
+30
2763
$4.18K ﹤0.01%
165
-745
2764
$4.17K ﹤0.01%
+150
2765
$4.15K ﹤0.01%
153
2766
$4.14K ﹤0.01%
150
2767
$4.13K ﹤0.01%
150
2768
$4.11K ﹤0.01%
100
2769
– –
0
2770
$4.1K ﹤0.01%
50
2771
$4.1K ﹤0.01%
181
-274
2772
$4.08K ﹤0.01%
124
+44
2773
$4.05K ﹤0.01%
154
2774
$4.05K ﹤0.01%
1,071
2775
$4.04K ﹤0.01%
84
+2
109 110
111
112 113