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
$1.53B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.2M
3
+$6.78M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$5.52M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.61M

Top Sells

1
+$7.39M
2
+$4.58M
3
+$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.51M

Sector Composition

1 Technology 12.06%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.88%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$527K 0.03%
21,116
-225
427
$526K 0.03%
60,842
+60,804
428
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9,646
+2,935
429
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432
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434
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435
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22,780
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436
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+2,012
439
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445
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80,036
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446
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33,144
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447
$483K 0.03%
3,934
-254
448
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26,036
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449
$480K 0.03%
2,436
-48
450
$478K 0.03%
12,410
+3,372
16 17
18
19 20