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
2776
$4.01K ﹤0.01%
63
2777
$4K ﹤0.01%
72
+60
2778
$4K ﹤0.01%
192
+2
2779
$4K ﹤0.01%
48
-50
2780
$3.99K ﹤0.01%
79
2781
$3.99K ﹤0.01%
84
2782
$3.94K ﹤0.01%
100
2783
$3.94K ﹤0.01%
929
+760
2784
$3.92K ﹤0.01%
33
+9
2785
$3.91K ﹤0.01%
98
2786
$3.91K ﹤0.01%
80
2787
$3.9K ﹤0.01%
+105
2788
$3.9K ﹤0.01%
+359
2789
$3.88K ﹤0.01%
76
+34
2790
$3.88K ﹤0.01%
200
2791
$3.87K ﹤0.01%
28
-100
2792
$3.87K ﹤0.01%
169
2793
$3.87K ﹤0.01%
50
2794
$3.87K ﹤0.01%
+77
2795
$3.85K ﹤0.01%
303
+4
2796
$3.84K ﹤0.01%
313
2797
$3.83K ﹤0.01%
61
2798
$3.82K ﹤0.01%
175
2799
$3.8K ﹤0.01%
30
-100
2800
$3.8K ﹤0.01%
80
-53,448
110 111
112
113 114