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
2826
$3.47K ﹤0.01%
139
2827
$3.47K ﹤0.01%
50
-627
2828
$3.46K ﹤0.01%
188
+1
2829
$3.45K ﹤0.01%
+405
2830
$3.45K ﹤0.01%
+104
2831
$3.43K ﹤0.01%
179
-22
2832
$3.43K ﹤0.01%
20
+17
2833
$3.43K ﹤0.01%
11
2834
$3.42K ﹤0.01%
+250
2835
$3.41K ﹤0.01%
+188
2836
$3.41K ﹤0.01%
+14
2837
$3.4K ﹤0.01%
100
2838
$3.39K ﹤0.01%
68
2839
$3.38K ﹤0.01%
+32
2840
$3.38K ﹤0.01%
15
2841
$3.36K ﹤0.01%
+68
2842
$3.35K ﹤0.01%
51
-4,562
2843
$3.34K ﹤0.01%
+178
2844
$3.33K ﹤0.01%
61
2845
$3.33K ﹤0.01%
110
2846
$3.28K ﹤0.01%
47
+7
2847
$3.28K ﹤0.01%
174
2848
$3.26K ﹤0.01%
138
2849
$3.26K ﹤0.01%
+28
2850
$3.24K ﹤0.01%
155
112 113
114
115 116