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
426
$927K 0.04%
34,282
+7,322
427
$926K 0.04%
4,717
+4,587
428
$926K 0.04%
14,549
+5,880
429
$922K 0.04%
6,425
430
$922K 0.04%
31,877
-1,078
431
$921K 0.04%
30,611
+9,983
432
$920K 0.04%
+5,681
433
$917K 0.04%
36,415
+6,135
434
$914K 0.04%
10,880
+4,341
435
$905K 0.04%
33,720
+32,570
436
$903K 0.04%
17,890
+4,605
437
$902K 0.04%
9,445
+544
438
$901K 0.04%
39,661
+9,541
439
$898K 0.04%
11,455
-33,168
440
$894K 0.04%
73,005
+7,789
441
$894K 0.04%
3,085
+386
442
$892K 0.04%
21,133
+10,324
443
$891K 0.04%
22,324
+1,297
444
$889K 0.04%
46,352
-5,861
445
$886K 0.04%
6,971
-97
446
$884K 0.04%
13,728
+2,440
447
$884K 0.04%
22,753
+17,634
448
$882K 0.04%
21,090
+7,066
449
$881K 0.04%
11,777
+2,286
450
$880K 0.04%
25,583
+4,195
16 17
18
19 20