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
401
$690K 0.04%
3,816
+32
402
$689K 0.04%
12,894
+7,062
403
$688K 0.04%
3,218
-2,694
404
$687K 0.04%
2,087
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405
$685K 0.04%
13,296
-660
406
$680K 0.04%
10,550
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407
$679K 0.04%
25,665
+3,400
408
$677K 0.04%
29,675
+7,916
409
$677K 0.04%
6,064
+1,558
410
$669K 0.04%
24,380
+20,529
411
$664K 0.04%
8,197
+301
412
$663K 0.04%
14,580
+5,415
413
$659K 0.04%
6,372
+1,390
414
$651K 0.04%
38,092
+1,368
415
$647K 0.04%
4,410
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416
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18,540
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417
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17,690
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418
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6,725
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419
$637K 0.04%
13,247
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420
$632K 0.04%
21,864
-2,193
421
$628K 0.04%
13,306
+10,076
422
$625K 0.04%
5,687
+155
423
$620K 0.04%
4,145
+4,054
424
$617K 0.04%
3,607
-418
425
$613K 0.04%
4,884
+4,863
15 16
17
18 19