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
3051
$1.55K ﹤0.01%
+17
3052
$1.52K ﹤0.01%
65
3053
$1.52K ﹤0.01%
+326
3054
$1.5K ﹤0.01%
400
3055
$1.49K ﹤0.01%
400
3056
$1.48K ﹤0.01%
+13
3057
$1.48K ﹤0.01%
+31
3058
$1.48K ﹤0.01%
124
+23
3059
$1.46K ﹤0.01%
150
3060
$1.46K ﹤0.01%
39
3061
$1.46K ﹤0.01%
100
-727
3062
$1.45K ﹤0.01%
+25
3063
$1.45K ﹤0.01%
100
3064
$1.45K ﹤0.01%
+48
3065
$1.43K ﹤0.01%
16
+11
3066
$1.43K ﹤0.01%
+33
3067
$1.42K ﹤0.01%
16
3068
$1.42K ﹤0.01%
59
3069
$1.41K ﹤0.01%
29
-17
3070
$1.4K ﹤0.01%
+91
3071
$1.39K ﹤0.01%
12
3072
$1.39K ﹤0.01%
12
3073
$1.39K ﹤0.01%
34
-5
3074
$1.39K ﹤0.01%
25
3075
$1.38K ﹤0.01%
110
121 122
123
124 125