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
451
$550K 0.03%
14,003
-1,306
452
$549K 0.03%
18,338
+14,770
453
$544K 0.03%
25,221
-7,223
454
$543K 0.03%
2,477
-2,214
455
$540K 0.03%
18,958
+3,453
456
$539K 0.03%
11,140
+5,603
457
$538K 0.03%
5,058
+465
458
$538K 0.03%
5,717
-24
459
$538K 0.03%
14,076
+84
460
$538K 0.03%
9,006
+3
461
$537K 0.03%
496
+71
462
$536K 0.03%
19,790
+9,690
463
$535K 0.03%
4,907
+623
464
$535K 0.03%
2,266
-54
465
$534K 0.03%
+16,530
466
$530K 0.03%
20,278
+4,858
467
$529K 0.03%
18,016
+2,496
468
$528K 0.03%
9,306
+178
469
$528K 0.03%
8,665
+1,545
470
$527K 0.03%
11,463
-57,371
471
$527K 0.03%
17,957
+781
472
$526K 0.03%
1,606
+56
473
$525K 0.03%
2,452
+902
474
$525K 0.03%
33,227
+5,215
475
$524K 0.03%
6,719
+251
17 18
19
20 21