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
2826
$572 ﹤0.01%
450
2827
$571 ﹤0.01%
+100
2828
$562 ﹤0.01%
22
2829
$556 ﹤0.01%
100
2830
$550 ﹤0.01%
26
-30
2831
$526 ﹤0.01%
35
2832
$521 ﹤0.01%
74
2833
$519 ﹤0.01%
+300
2834
$513 ﹤0.01%
7
2835
$513 ﹤0.01%
172
-2,735
2836
$512 ﹤0.01%
72
2837
$506 ﹤0.01%
231
2838
$504 ﹤0.01%
+8
2839
$500 ﹤0.01%
30
2840
$494 ﹤0.01%
+15
2841
$490 ﹤0.01%
2
2842
$488 ﹤0.01%
60
-4
2843
$484 ﹤0.01%
6
2844
$472 ﹤0.01%
+6
2845
$470 ﹤0.01%
84
-1,000
2846
$458 ﹤0.01%
+7
2847
$454 ﹤0.01%
44
2848
$453 ﹤0.01%
392
2849
$452 ﹤0.01%
10
2850
$426 ﹤0.01%
111
112 113
114
115 116