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
376
$746K 0.04%
13,950
+1,550
377
$746K 0.04%
+4,271
378
$745K 0.04%
137,537
-15,117
379
$745K 0.04%
50,632
+13,792
380
$743K 0.04%
10,400
-866
381
$743K 0.04%
9,549
-781
382
$743K 0.04%
2,082
+14
383
$741K 0.04%
28,242
+13,408
384
$740K 0.04%
8,884
-2,048
385
$738K 0.04%
15,218
+1,952
386
$731K 0.04%
9,750
-7,869
387
$727K 0.04%
20,287
+1,054
388
$722K 0.04%
12,706
+12,335
389
$722K 0.04%
19,231
+18,986
390
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53,413
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391
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26,244
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392
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7,122
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393
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8,100
+1,294
394
$703K 0.04%
13,558
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395
$702K 0.04%
6,494
+163
396
$701K 0.04%
29,301
+9,803
397
$700K 0.04%
12,494
+11,894
398
$698K 0.04%
4,730
-2,142
399
$696K 0.04%
5,274
+623
400
$692K 0.04%
11,633
+4,411
14 15
16
17 18