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
$2.29B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,356
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.87M
3
+$8.6M
4
ABNB icon
Airbnb
ABNB
+$7.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.07M

Top Sells

1
+$7.99M
2
+$5.18M
3
+$4.65M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.09M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.07M

Sector Composition

1 Technology 12.03%
2 Consumer Discretionary 6.17%
3 Healthcare 4.91%
4 Communication Services 4.1%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$663K 0.03%
2,824
552
$659K 0.03%
13,245
-1,899
553
$657K 0.03%
25,381
+3,357
554
$656K 0.03%
3,960
+3,131
555
$656K 0.03%
8,295
+7,279
556
$655K 0.03%
16,870
+15,608
557
$646K 0.03%
11,037
+808
558
$646K 0.03%
4,966
+1,075
559
$644K 0.03%
1,865
+274
560
$642K 0.03%
18,095
-420
561
$641K 0.03%
7,463
-6,766
562
$639K 0.03%
21,341
+21,046
563
$638K 0.03%
2,605
+2,460
564
$637K 0.03%
11,376
+2,117
565
$637K 0.03%
+14,154
566
$636K 0.03%
15,149
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567
$636K 0.03%
17,945
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568
$634K 0.03%
4,390
+4,370
569
$631K 0.03%
5,543
+4,280
570
$630K 0.03%
6,337
+2,242
571
$628K 0.03%
5,469
-4
572
$627K 0.03%
42,540
+31,950
573
$625K 0.03%
1,277
-3,089
574
$623K 0.03%
12,585
-8,500
575
$622K 0.03%
1,883
+108
21 22
23
24 25