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
276
$1.62M 0.07%
10,703
+4,668
277
$1.62M 0.07%
11,449
+1,199
278
$1.61M 0.07%
9,370
+1,193
279
$1.61M 0.07%
7,933
+1,484
280
$1.6M 0.07%
6,525
+240
281
$1.6M 0.07%
21,880
+9,135
282
$1.6M 0.07%
8,992
+437
283
$1.58M 0.07%
18,734
+4,290
284
$1.58M 0.07%
16,323
+1,864
285
$1.56M 0.07%
8,298
-1,082
286
$1.54M 0.07%
35,125
+5,593
287
$1.53M 0.07%
11,862
+7,146
288
$1.53M 0.07%
5,458
+755
289
$1.52M 0.07%
27,678
+1,176
290
$1.52M 0.07%
9,432
-965
291
$1.51M 0.07%
3,949
+1,989
292
$1.51M 0.07%
33,141
+2,311
293
$1.51M 0.07%
7,809
+4,528
294
$1.51M 0.07%
12,522
-844
295
$1.49M 0.07%
26,701
-135
296
$1.49M 0.06%
4,014
+67
297
$1.48M 0.06%
2,182
+285
298
$1.46M 0.06%
15,358
-2,350
299
$1.45M 0.06%
8,400
-1,448
300
$1.44M 0.06%
5,130
+723
10 11
12
13 14