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
3001
$1.93K ﹤0.01%
200
3002
$1.9K ﹤0.01%
+49
3003
$1.9K ﹤0.01%
5
3004
$1.89K ﹤0.01%
+200
3005
$1.88K ﹤0.01%
+50
3006
$1.88K ﹤0.01%
45
3007
$1.88K ﹤0.01%
10
3008
$1.87K ﹤0.01%
92
3009
$1.87K ﹤0.01%
+39
3010
$1.85K ﹤0.01%
137
3011
$1.84K ﹤0.01%
63
3012
$1.83K ﹤0.01%
61
3013
$1.83K ﹤0.01%
26
3014
$1.83K ﹤0.01%
+21
3015
$1.82K ﹤0.01%
86
+83
3016
$1.81K ﹤0.01%
65
3017
$1.81K ﹤0.01%
175
-135
3018
$1.79K ﹤0.01%
100
+40
3019
$1.75K ﹤0.01%
186
3020
$1.74K ﹤0.01%
20
-127
3021
$1.74K ﹤0.01%
50
3022
$1.74K ﹤0.01%
200
3023
$1.74K ﹤0.01%
300
+252
3024
$1.74K ﹤0.01%
+27
3025
$1.69K ﹤0.01%
+64
119 120
121
122 123