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
2801
$3.78K ﹤0.01%
109
2802
$3.77K ﹤0.01%
60
2803
$3.77K ﹤0.01%
203
-67
2804
$3.77K ﹤0.01%
41
2805
$3.76K ﹤0.01%
250
2806
$3.74K ﹤0.01%
57
2807
$3.7K ﹤0.01%
+75
2808
$3.7K ﹤0.01%
+300
2809
$3.67K ﹤0.01%
+73
2810
$3.65K ﹤0.01%
+1,000
2811
$3.64K ﹤0.01%
91
+2
2812
$3.62K ﹤0.01%
+100
2813
$3.62K ﹤0.01%
95
2814
$3.61K ﹤0.01%
263
2815
$3.6K ﹤0.01%
400
+48
2816
$3.58K ﹤0.01%
150
2817
$3.58K ﹤0.01%
430
+130
2818
$3.58K ﹤0.01%
200
2819
$3.57K ﹤0.01%
84
2820
$3.54K ﹤0.01%
100
2821
$3.53K ﹤0.01%
74
2822
$3.5K ﹤0.01%
50
2823
$3.49K ﹤0.01%
+75
2824
$3.48K ﹤0.01%
141
2825
$3.48K ﹤0.01%
+50
111 112
113
114 115