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
2851
$423 ﹤0.01%
38
-60,804
2852
$422 ﹤0.01%
111
2853
$409 ﹤0.01%
8
2854
$409 ﹤0.01%
33
-13
2855
$408 ﹤0.01%
27
2856
$403 ﹤0.01%
100
2857
$388 ﹤0.01%
+5
2858
$387 ﹤0.01%
25
2859
$382 ﹤0.01%
29
2860
$381 ﹤0.01%
51
2861
$375 ﹤0.01%
+9
2862
$373 ﹤0.01%
15
2863
$372 ﹤0.01%
4
2864
$371 ﹤0.01%
+31
2865
$369 ﹤0.01%
88
2866
$362 ﹤0.01%
+8
2867
$361 ﹤0.01%
+30
2868
$360 ﹤0.01%
50
2869
$358 ﹤0.01%
16
2870
$353 ﹤0.01%
1,000
2871
$353 ﹤0.01%
10
2872
$314 ﹤0.01%
+6
2873
$313 ﹤0.01%
15
2874
$306 ﹤0.01%
127
2875
$305 ﹤0.01%
+11
113 114
115
116 117