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
626
$324K 0.02%
5,871
-2,370
627
$323K 0.02%
2,892
-169
628
$323K 0.02%
3,219
+580
629
$322K 0.02%
2,536
+79
630
$322K 0.02%
13,210
631
$321K 0.02%
573
-884
632
$320K 0.02%
5,686
-57
633
$319K 0.02%
2,271
-37
634
$319K 0.02%
14,686
+795
635
$319K 0.02%
8,806
+253
636
$314K 0.02%
2,235
-1,609
637
$311K 0.02%
5,896
-716
638
$311K 0.02%
3,127
+483
639
$310K 0.02%
17,640
+2,400
640
$310K 0.02%
9,941
-80
641
$310K 0.02%
12,144
-3,909
642
$308K 0.02%
303
+165
643
$307K 0.02%
5,225
-2,308
644
$307K 0.02%
1,406
-107
645
$307K 0.02%
3,077
-1,365
646
$306K 0.02%
5,968
-310
647
$306K 0.02%
12,985
-2,185
648
$305K 0.02%
11,075
+3,240
649
$305K 0.02%
17,466
+983
650
$305K 0.02%
16,600
24 25
26
27 28