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
351
$1.2M 0.05%
5,972
+1,260
352
$1.2M 0.05%
36,977
-200
353
$1.19M 0.05%
40,000
+10,000
354
$1.19M 0.05%
18,900
+599
355
$1.18M 0.05%
45,173
+25,180
356
$1.18M 0.05%
7,361
+449
357
$1.18M 0.05%
19,163
-1,220
358
$1.18M 0.05%
4,101
+11
359
$1.18M 0.05%
10,462
+1,057
360
$1.18M 0.05%
13,029
+3,900
361
$1.17M 0.05%
47,195
+2,005
362
$1.17M 0.05%
5,795
+2,550
363
$1.16M 0.05%
44,175
364
$1.16M 0.05%
45,100
365
$1.16M 0.05%
10,675
-141
366
$1.15M 0.05%
5,368
-30
367
$1.15M 0.05%
26,456
+19,635
368
$1.15M 0.05%
19,932
+6,157
369
$1.14M 0.05%
23,703
+7,174
370
$1.13M 0.05%
8,009
+1,119
371
$1.12M 0.05%
4,182
+504
372
$1.12M 0.05%
3,552
+1,393
373
$1.12M 0.05%
17,620
+2,568
374
$1.12M 0.05%
21,580
+20,986
375
$1.11M 0.05%
3,444
+102
13 14
15
16 17