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
551
$389K 0.02%
1,809
+365
552
$389K 0.02%
14,325
553
$388K 0.02%
6,541
+292
554
$388K 0.02%
4,643
+39
555
$386K 0.02%
3,093
+82
556
$386K 0.02%
14,989
+5,922
557
$385K 0.02%
20,000
558
$384K 0.02%
3,868
+2,911
559
$383K 0.02%
8,844
+4
560
$383K 0.02%
4,047
+630
561
$382K 0.02%
2,305
+1,375
562
$381K 0.02%
25,589
+262
563
$381K 0.02%
20,586
+594
564
$380K 0.02%
3,516
+473
565
$379K 0.02%
6,069
-379
566
$377K 0.02%
11,433
-108
567
$376K 0.02%
10,943
+1,387
568
$375K 0.02%
3,854
-80
569
$375K 0.02%
1,574
-54
570
$375K 0.02%
3,745
+314
571
$372K 0.02%
+14,418
572
$370K 0.02%
2,968
+120
573
$370K 0.02%
6,798
+2,025
574
$370K 0.02%
1,909
-87
575
$370K 0.02%
4,074
+664
21 22
23
24 25