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
3126
$1.04K ﹤0.01%
+83
3127
$1.03K ﹤0.01%
24
3128
$1.02K ﹤0.01%
+100
3129
$1.01K ﹤0.01%
107
3130
$1.01K ﹤0.01%
+18
3131
$1K ﹤0.01%
+100
3132
$998 ﹤0.01%
100
3133
$997 ﹤0.01%
9
3134
$995 ﹤0.01%
215
3135
$988 ﹤0.01%
+62
3136
– –
0
3137
$972 ﹤0.01%
10
3138
$968 ﹤0.01%
+12
3139
$956 ﹤0.01%
10
-12
3140
$951 ﹤0.01%
72
3141
$932 ﹤0.01%
+12
3142
$932 ﹤0.01%
50
3143
$920 ﹤0.01%
30
3144
$919 ﹤0.01%
24
3145
$908 ﹤0.01%
+20
3146
$890 ﹤0.01%
+7
3147
$888 ﹤0.01%
29
3148
$887 ﹤0.01%
310
+10
3149
$879 ﹤0.01%
8
3150
$875 ﹤0.01%
25
124 125
126
127 128