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
2901
$2.74K ﹤0.01%
629
2902
$2.72K ﹤0.01%
+110
2903
$2.7K ﹤0.01%
258
-72
2904
$2.69K ﹤0.01%
19
2905
$2.67K ﹤0.01%
+25
2906
$2.67K ﹤0.01%
73
-64
2907
$2.67K ﹤0.01%
+2
2908
$2.67K ﹤0.01%
+18
2909
$2.66K ﹤0.01%
+41
2910
$2.66K ﹤0.01%
+113
2911
$2.66K ﹤0.01%
+180
2912
$2.66K ﹤0.01%
280
2913
$2.65K ﹤0.01%
+34
2914
$2.65K ﹤0.01%
+50
2915
$2.65K ﹤0.01%
200
2916
$2.64K ﹤0.01%
+400
2917
$2.63K ﹤0.01%
125
2918
$2.62K ﹤0.01%
38
2919
$2.61K ﹤0.01%
61
+43
2920
$2.61K ﹤0.01%
177
2921
$2.6K ﹤0.01%
+129
2922
$2.6K ﹤0.01%
+20
2923
$2.58K ﹤0.01%
29
2924
$2.56K ﹤0.01%
93
2925
$2.56K ﹤0.01%
100
115 116
117
118 119