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
576
$369K 0.02%
7,860
-48
577
$369K 0.02%
6,624
+720
578
$368K 0.02%
9,109
-1,000
579
$367K 0.02%
2,568
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580
$365K 0.02%
9,123
+3,897
581
$365K 0.02%
16,751
-487
582
$364K 0.02%
17,024
-159
583
$364K 0.02%
17,260
+915
584
$361K 0.02%
374
+15
585
$357K 0.02%
+6,476
586
$357K 0.02%
3,504
+1,457
587
$357K 0.02%
6,835
-19,557
588
$356K 0.02%
8,046
-80
589
$356K 0.02%
12,680
+4,070
590
$354K 0.02%
1,086
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591
$354K 0.02%
14,114
592
$354K 0.02%
1,497
-2,715
593
$353K 0.02%
2,001
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594
$352K 0.02%
5,952
+374
595
$350K 0.02%
11,345
-1,252
596
$350K 0.02%
5,678
+825
597
$350K 0.02%
3,061
-396
598
$350K 0.02%
15,000
599
$348K 0.02%
3,407
+2,757
600
$348K 0.02%
14,354
+919
22 23
24
25 26