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
2976
$2.12K ﹤0.01%
27
2977
$2.09K ﹤0.01%
15
2978
$2.08K ﹤0.01%
1
2979
$2.08K ﹤0.01%
600
2980
$2.08K ﹤0.01%
200
2981
$2.08K ﹤0.01%
+17
2982
– –
0
2983
$2.07K ﹤0.01%
+115
2984
$2.05K ﹤0.01%
150
2985
$2.04K ﹤0.01%
13
2986
$2.04K ﹤0.01%
89
2987
$2.04K ﹤0.01%
67
2988
$2.04K ﹤0.01%
1,000
2989
$2.04K ﹤0.01%
91
2990
$2.04K ﹤0.01%
9
2991
$2.03K ﹤0.01%
110
2992
$2.03K ﹤0.01%
20
2993
$2.02K ﹤0.01%
1,800
2994
$2.01K ﹤0.01%
156
2995
$2K ﹤0.01%
100
2996
$1.97K ﹤0.01%
+40
2997
$1.96K ﹤0.01%
+33
2998
$1.96K ﹤0.01%
+120
2999
$1.96K ﹤0.01%
47
3000
$1.94K ﹤0.01%
61
118 119
120
121 122