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
$1.73B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,032
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

Top Sells

1
+$7.07M
2
+$6.56M
3
+$5.88M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.61M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.69M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 5.81%
3 Healthcare 4.78%
4 Communication Services 3.88%
5 Financials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$795K 0.05%
5,570
-265
352
$795K 0.05%
30,320
353
$794K 0.05%
8,776
+8,434
354
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18,333
-5,706
355
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20,284
+4,601
356
$786K 0.05%
3,854
+935
357
$785K 0.05%
12,430
-10,549
358
$785K 0.05%
28,089
+1,418
359
$780K 0.05%
13,140
+5,311
360
$780K 0.04%
20,442
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361
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27,722
+4,049
362
$777K 0.04%
14,329
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363
$777K 0.04%
20,895
+6,140
364
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19,354
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365
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367
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17,868
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368
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17,555
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369
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20,920
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370
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13,934
-2,008
371
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507
372
$754K 0.04%
9,602
+5,316
373
$750K 0.04%
18,189
+2,754
374
$748K 0.04%
7,088
+4,898
375
$746K 0.04%
22,726
-110
13 14
15
16 17