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
2776
$910 ﹤0.01%
33
-110
2777
$908 ﹤0.01%
50
-924
2778
$902 ﹤0.01%
95
2779
$900 ﹤0.01%
100
2780
$888 ﹤0.01%
42
2781
$874 ﹤0.01%
67
-58
2782
$864 ﹤0.01%
+96
2783
$864 ﹤0.01%
+288
2784
$848 ﹤0.01%
21
2785
$846 ﹤0.01%
100
2786
$845 ﹤0.01%
+69
2787
$844 ﹤0.01%
110
-182
2788
$843 ﹤0.01%
163
2789
$829 ﹤0.01%
33
2790
$824 ﹤0.01%
24
2791
$810 ﹤0.01%
65
2792
$807 ﹤0.01%
67
2793
$802 ﹤0.01%
+32
2794
$800 ﹤0.01%
100
2795
$789 ﹤0.01%
686
2796
$773 ﹤0.01%
100
2797
$757 ﹤0.01%
50
2798
$754 ﹤0.01%
102
2799
$749 ﹤0.01%
65
2800
$740 ﹤0.01%
400
110 111
112
113 114