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
476
$516K 0.03%
3,110
-243
477
$514K 0.03%
16,830
+2,980
478
$511K 0.03%
2,448
+12
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$509K 0.03%
20,086
-8,545
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$509K 0.03%
10,818
-496
481
$508K 0.03%
10,490
-2,607
482
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9,581
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483
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18,133
+4,273
484
$504K 0.03%
8,039
+303
485
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37,872
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486
$501K 0.03%
2,135
+1,177
487
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12,105
-135
488
$499K 0.03%
74,929
-8,089
489
$496K 0.03%
5,179
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490
$496K 0.03%
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16,957
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494
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18,405
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495
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6,400
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496
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3,055
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497
$484K 0.03%
5,286
-1,592
498
$484K 0.03%
12,156
+2,741
499
$483K 0.03%
32,856
-288
500
$483K 0.03%
8,408
-102,435
18 19
20
21 22