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
2926
– –
0
2927
$2.55K ﹤0.01%
59
2928
$2.55K ﹤0.01%
+75
2929
$2.54K ﹤0.01%
144
2930
$2.54K ﹤0.01%
+44
2931
$2.5K ﹤0.01%
29
2932
$2.49K ﹤0.01%
29
+18
2933
$2.49K ﹤0.01%
+100
2934
$2.48K ﹤0.01%
30
-3,177
2935
$2.48K ﹤0.01%
354
2936
$2.48K ﹤0.01%
100
2937
$2.46K ﹤0.01%
+80
2938
$2.46K ﹤0.01%
32
2939
– –
0
2940
$2.43K ﹤0.01%
66
-7
2941
$2.42K ﹤0.01%
+143
2942
$2.41K ﹤0.01%
604
2943
$2.4K ﹤0.01%
80
2944
$2.39K ﹤0.01%
95
+25
2945
$2.39K ﹤0.01%
+53
2946
$2.38K ﹤0.01%
160
-11,120
2947
$2.38K ﹤0.01%
18
2948
$2.38K ﹤0.01%
+38
2949
$2.37K ﹤0.01%
+638
2950
$2.35K ﹤0.01%
15
-64
116 117
118
119 120