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
3101
$1.21K ﹤0.01%
100
3102
$1.18K ﹤0.01%
21
-27
3103
$1.17K ﹤0.01%
15
3104
$1.17K ﹤0.01%
+18
3105
$1.16K ﹤0.01%
33
3106
$1.15K ﹤0.01%
+13
3107
$1.14K ﹤0.01%
+44
3108
$1.13K ﹤0.01%
2
3109
$1.12K ﹤0.01%
+4
3110
$1.11K ﹤0.01%
22
3111
$1.11K ﹤0.01%
+41
3112
$1.11K ﹤0.01%
30
-228
3113
$1.11K ﹤0.01%
+15
3114
$1.1K ﹤0.01%
686
3115
$1.1K ﹤0.01%
+75
3116
$1.1K ﹤0.01%
135
3117
$1.1K ﹤0.01%
+18
3118
$1.1K ﹤0.01%
9
3119
$1.1K ﹤0.01%
+100
3120
$1.09K ﹤0.01%
46
-159
3121
$1.08K ﹤0.01%
61
-289
3122
$1.08K ﹤0.01%
48
3123
$1.08K ﹤0.01%
+136
3124
$1.07K ﹤0.01%
+100
3125
$1.05K ﹤0.01%
+42
123 124
125
126 127