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
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
2926
$58 ﹤0.01%
14
2927
$51 ﹤0.01%
52
2928
– –
0
2929
$34 ﹤0.01%
12
2930
$20 ﹤0.01%
2
2931
$17 ﹤0.01%
2
2932
$16 ﹤0.01%
3
2933
$13 ﹤0.01%
1
2934
$9 ﹤0.01%
2
2935
$8 ﹤0.01%
2
2936
$1 ﹤0.01%
1
2937
– –
-829
2938
– –
-58
2939
– –
-2,000
2940
– –
-22
2941
– –
-1,500
2942
– –
-400
2943
– –
-57
2944
– –
-500
2945
– –
-3,960
2946
– –
-154
2947
– –
-412
2948
– –
-320
2949
– –
-108
2950
– –
-50
116 117
118
119 120