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
$1.06B
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,701
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$5.8M
3
+$3.99M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.66M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.86M

Top Sells

1
+$2.79M
2
+$2.32M
3
+$1.1M
4
PSAU
Invesco Global Gold and Precious Metals ETF
PSAU
+$948K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$760K

Sector Composition

1 Technology 9.38%
2 Financials 4.88%
3 Healthcare 4.77%
4 Communication Services 3.93%
5 Consumer Discretionary 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$263K 0.02%
3,848
+339
552
$263K 0.02%
6,329
+742
553
$263K 0.02%
12,720
+1,040
554
$261K 0.02%
3,146
+1,935
555
$261K 0.02%
5,531
+1,390
556
$260K 0.02%
12,648
+1,320
557
$258K 0.02%
10,667
-205
558
$258K 0.02%
9,087
+7,240
559
$257K 0.02%
6,970
+523
560
$257K 0.02%
2,274
+607
561
$257K 0.02%
17,070
562
$256K 0.02%
12,218
+10,140
563
$256K 0.02%
18,643
-10,765
564
$255K 0.02%
3,406
+611
565
$254K 0.02%
4,805
+460
566
$254K 0.02%
2,690
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567
$254K 0.02%
12,850
+10,900
568
$253K 0.02%
2,827
+53
569
$252K 0.02%
4,864
+505
570
$252K 0.02%
5,450
571
$251K 0.02%
8,216
-500
572
$250K 0.02%
+8,277
573
$250K 0.02%
1,952
+352
574
$250K 0.02%
5,819
-754
575
$248K 0.02%
3,478
+353
21 22
23
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