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
601
$347K 0.02%
18,736
-1,149
602
$345K 0.02%
84,444
+4,408
603
$345K 0.02%
3,692
+444
604
$342K 0.02%
1,767
+52
605
$341K 0.02%
4,050
+1,646
606
$339K 0.02%
5,870
+912
607
$337K 0.02%
6,426
-1,932
608
$336K 0.02%
6,234
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609
$334K 0.02%
728
+2
610
$333K 0.02%
2,254
-1,085
611
$332K 0.02%
11,667
+1,697
612
$332K 0.02%
49,034
+5,150
613
$332K 0.02%
2,766
+322
614
$332K 0.02%
7,047
-346
615
$330K 0.02%
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616
$330K 0.02%
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617
$329K 0.02%
10,487
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618
$328K 0.02%
3,078
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619
$328K 0.02%
5,318
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620
$327K 0.02%
6,968
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621
$327K 0.02%
2,904
-645
622
$326K 0.02%
2,843
-27
623
$325K 0.02%
1,662
+202
624
$325K 0.02%
2,509
+1,305
625
$324K 0.02%
4,513
+49
23 24
25
26 27