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
2851
$3.24K ﹤0.01%
93
2852
$3.24K ﹤0.01%
+4
2853
$3.24K ﹤0.01%
137
2854
$3.23K ﹤0.01%
+35
2855
$3.22K ﹤0.01%
939
2856
$3.22K ﹤0.01%
+102
2857
$3.22K ﹤0.01%
+240
2858
$3.22K ﹤0.01%
63
+28
2859
$3.21K ﹤0.01%
68
2860
$3.21K ﹤0.01%
161
+131
2861
$3.14K ﹤0.01%
135
+87
2862
$3.13K ﹤0.01%
+36
2863
$3.11K ﹤0.01%
45
2864
$3.09K ﹤0.01%
34
2865
$3.07K ﹤0.01%
+25
2866
$3.06K ﹤0.01%
73
2867
$3.05K ﹤0.01%
+43
2868
$3.03K ﹤0.01%
85
-300
2869
$3.01K ﹤0.01%
205
2870
$3K ﹤0.01%
+66
2871
$3K ﹤0.01%
85
2872
$2.99K ﹤0.01%
50
2873
$2.99K ﹤0.01%
+100
2874
$2.98K ﹤0.01%
+152
2875
$2.96K ﹤0.01%
30
113 114
115
116 117