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
526
$441K 0.03%
9,828
+559
527
$439K 0.03%
12,195
-80
528
$435K 0.03%
4,880
-2,172
529
$432K 0.02%
1,952
-74
530
$428K 0.02%
13,900
+9,868
531
$427K 0.02%
48,458
+16
532
$425K 0.02%
7,393
+24
533
$421K 0.02%
20,959
-5,077
534
$419K 0.02%
1,060
+156
535
$418K 0.02%
5,536
-125
536
$416K 0.02%
1,127
-2,766
537
$408K 0.02%
1,520
-170
538
$407K 0.02%
1,792
+1,304
539
$407K 0.02%
4,341
+321
540
$406K 0.02%
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541
$406K 0.02%
2,457
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542
$405K 0.02%
15,846
+1,885
543
$405K 0.02%
1,319
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544
$403K 0.02%
14,188
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545
$401K 0.02%
7,078
546
$400K 0.02%
14,266
+564
547
$400K 0.02%
8,566
-264
548
$398K 0.02%
23,529
+3,546
549
$396K 0.02%
10,278
-420
550
$391K 0.02%
17,589
-413
20 21
22
23 24