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
3076
$1.36K ﹤0.01%
22
3077
$1.36K ﹤0.01%
+57
3078
$1.35K ﹤0.01%
23
3079
$1.34K ﹤0.01%
150
3080
$1.34K ﹤0.01%
46
-1,000
3081
– –
0
3082
$1.32K ﹤0.01%
+87
3083
$1.31K ﹤0.01%
48
3084
$1.3K ﹤0.01%
34
3085
$1.29K ﹤0.01%
239
-194
3086
$1.28K ﹤0.01%
+102
3087
$1.28K ﹤0.01%
40
3088
$1.27K ﹤0.01%
16
3089
$1.24K ﹤0.01%
46
3090
$1.24K ﹤0.01%
+50
3091
$1.24K ﹤0.01%
+73
3092
$1.24K ﹤0.01%
33
3093
$1.23K ﹤0.01%
105
3094
$1.23K ﹤0.01%
+16
3095
$1.23K ﹤0.01%
28
3096
$1.22K ﹤0.01%
13
3097
$1.22K ﹤0.01%
+11
3098
$1.21K ﹤0.01%
111
3099
$1.21K ﹤0.01%
88
3100
$1.21K ﹤0.01%
22
122 123
124
125 126