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
2876
$2.95K ﹤0.01%
63
2877
$2.94K ﹤0.01%
+79
2878
$2.94K ﹤0.01%
67
2879
$2.91K ﹤0.01%
70
2880
$2.87K ﹤0.01%
191
2881
$2.87K ﹤0.01%
103
2882
$2.86K ﹤0.01%
38
+21
2883
$2.86K ﹤0.01%
153
2884
$2.86K ﹤0.01%
+54
2885
$2.85K ﹤0.01%
26
2886
$2.85K ﹤0.01%
+286
2887
$2.84K ﹤0.01%
+1,004
2888
$2.84K ﹤0.01%
68
2889
$2.83K ﹤0.01%
23
2890
$2.82K ﹤0.01%
64
2891
$2.81K ﹤0.01%
+12
2892
$2.8K ﹤0.01%
51
-15
2893
$2.8K ﹤0.01%
153
2894
$2.79K ﹤0.01%
178
2895
$2.79K ﹤0.01%
225
2896
$2.79K ﹤0.01%
447
2897
$2.78K ﹤0.01%
+25
2898
$2.78K ﹤0.01%
101
-3,064
2899
$2.77K ﹤0.01%
133
2900
$2.75K ﹤0.01%
359
-162
114 115
116
117 118