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
2901
$170 ﹤0.01%
+2
2902
$168 ﹤0.01%
8
2903
$165 ﹤0.01%
1
2904
$157 ﹤0.01%
19
-1
2905
$148 ﹤0.01%
20
2906
$148 ﹤0.01%
3
2907
$129 ﹤0.01%
99
2908
$125 ﹤0.01%
6
2909
$115 ﹤0.01%
+6
2910
– –
0
2911
$105 ﹤0.01%
+31
2912
$103 ﹤0.01%
1
2913
$100 ﹤0.01%
58
2914
$91 ﹤0.01%
10
2915
$88 ﹤0.01%
25
2916
$87 ﹤0.01%
48
2917
$87 ﹤0.01%
16
2918
$87 ﹤0.01%
3
2919
$79 ﹤0.01%
+11
2920
$77 ﹤0.01%
25
2921
$73 ﹤0.01%
1
2922
$71 ﹤0.01%
15
2923
$67 ﹤0.01%
+60
2924
$65 ﹤0.01%
6
2925
$62 ﹤0.01%
25
115 116
117
118 119