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
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
26
$10.5M 0.6%
194,909
-17,734
27
$10M 0.58%
123,794
-6,266
28
$10M 0.58%
325,954
+162,345
29
$9.64M 0.56%
111,488
-16,367
30
$9.36M 0.54%
170,428
+18,476
31
$9.13M 0.53%
29,683
-26
32
$9.1M 0.52%
219,936
+11,514
33
$8.91M 0.51%
32,118
-375
34
$8.78M 0.51%
147,536
-3,985
35
$8.36M 0.48%
41,781
-855
36
$8.19M 0.47%
16,707
+1,092
37
$8.18M 0.47%
227,344
+18,050
38
$8.05M 0.46%
49,503
+2,734
39
$7.77M 0.45%
63,764
+36,978
40
$7.61M 0.44%
82,409
+341
41
$6.94M 0.4%
25,001
-1,139
42
$6.94M 0.4%
138,410
+9,490
43
$6.83M 0.39%
113,772
+54,947
44
$6.55M 0.38%
79,922
+28,524
45
$6.15M 0.35%
63,877
-65
46
$6.14M 0.35%
56,757
-2,235
47
$6.1M 0.35%
86,867
-2,921
48
$6.06M 0.35%
30,772
+2,126
49
$6.05M 0.35%
38,657
+291
50
$5.92M 0.34%
30,252
-10
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