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
2951
$2.35K ﹤0.01%
+69
2952
$2.35K ﹤0.01%
101
2953
$2.35K ﹤0.01%
79
-1,349
2954
$2.34K ﹤0.01%
251
2955
$2.34K ﹤0.01%
+200
2956
$2.32K ﹤0.01%
45
2957
$2.3K ﹤0.01%
79
-5,171
2958
$2.28K ﹤0.01%
+33
2959
$2.26K ﹤0.01%
+60
2960
$2.26K ﹤0.01%
49
2961
$2.25K ﹤0.01%
100
2962
$2.25K ﹤0.01%
+87
2963
$2.24K ﹤0.01%
1,031
2964
$2.23K ﹤0.01%
100
2965
$2.21K ﹤0.01%
412
2966
$2.2K ﹤0.01%
145
-12,500
2967
$2.18K ﹤0.01%
+84
2968
$2.18K ﹤0.01%
27
2969
$2.17K ﹤0.01%
+43
2970
$2.17K ﹤0.01%
+200
2971
$2.16K ﹤0.01%
360
2972
$2.16K ﹤0.01%
18
2973
$2.15K ﹤0.01%
+31
2974
$2.14K ﹤0.01%
23
-20
2975
$2.14K ﹤0.01%
+17
117 118
119
120 121