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 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
276
$1.08M 0.06%
5,403
-2,064
277
$1.07M 0.06%
1,411
-829
278
$1.07M 0.06%
13,460
+48
279
$1.07M 0.06%
19,793
-1,790
280
$1.07M 0.06%
18,244
+549
281
$1.06M 0.06%
3,362
-116
282
$1.06M 0.06%
13,292
-2,425
283
$1.06M 0.06%
5,051
-2,343
284
$1.06M 0.06%
19,917
-2,198
285
$1.05M 0.06%
10,504
+245
286
$1.05M 0.06%
29,721
+6,935
287
$1.05M 0.06%
49,232
+3,466
288
$1.05M 0.06%
13,273
+3,388
289
$1.04M 0.06%
35,277
-7,974
290
$1.04M 0.06%
10,743
+5,031
291
$1.04M 0.06%
3,775
+3,545
292
$1.04M 0.06%
14,428
+3,945
293
$1.03M 0.06%
5,787
-71
294
$1.01M 0.06%
5,960
-244
295
$1.01M 0.06%
39,990
296
$1.01M 0.06%
19,897
+878
297
$999K 0.06%
17,103
+266
298
$993K 0.06%
30,350
-1,345
299
$983K 0.06%
18,246
+1,360
300
$981K 0.06%
10,352
-323