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
501
$481K 0.03%
1,437
+28
502
$479K 0.03%
5,290
+744
503
$478K 0.03%
8,322
+2,052
504
$477K 0.03%
29,776
-8,899
505
$476K 0.03%
14,281
+948
506
$471K 0.03%
2,329
-125
507
$470K 0.03%
12,744
+334
508
$469K 0.03%
30,000
509
$469K 0.03%
11,305
-75
510
$467K 0.03%
20,400
-800
511
$464K 0.03%
13,320
+11
512
$462K 0.03%
11,657
+5,728
513
$460K 0.03%
11,602
+1,956
514
$457K 0.03%
5,007
+56
515
$454K 0.03%
15,501
-1,209
516
$453K 0.03%
22,557
+21,172
517
$451K 0.03%
6,035
-166
518
$451K 0.03%
6,113
-1,051
519
$451K 0.03%
10,369
+71
520
$451K 0.03%
5,416
-2,828
521
$450K 0.03%
8,186
-370
522
$448K 0.03%
4,301
-57
523
$444K 0.03%
11,004
+176
524
$443K 0.03%
4,358
+2,147
525
$442K 0.03%
17,018
+16,718
19 20
21
22 23