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
3026
$1.69K ﹤0.01%
200
3027
$1.68K ﹤0.01%
17
-13
3028
$1.67K ﹤0.01%
+10
3029
$1.67K ﹤0.01%
185
3030
$1.67K ﹤0.01%
65
3031
$1.66K ﹤0.01%
8
-194
3032
$1.66K ﹤0.01%
75
3033
$1.66K ﹤0.01%
500
3034
$1.65K ﹤0.01%
+74
3035
$1.65K ﹤0.01%
+38
3036
$1.64K ﹤0.01%
405
3037
$1.63K ﹤0.01%
24
-380
3038
$1.62K ﹤0.01%
+160
3039
$1.62K ﹤0.01%
77
3040
$1.6K ﹤0.01%
12
-6,372
3041
$1.6K ﹤0.01%
+60
3042
$1.59K ﹤0.01%
+56
3043
$1.59K ﹤0.01%
39
3044
$1.59K ﹤0.01%
30
3045
$1.59K ﹤0.01%
350
3046
$1.59K ﹤0.01%
100
3047
$1.58K ﹤0.01%
72
3048
$1.57K ﹤0.01%
1,000
3049
$1.56K ﹤0.01%
100
3050
$1.55K ﹤0.01%
94
120 121
122
123 124