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
651
$304K 0.02%
7,968
+1,023
652
$301K 0.02%
2,582
+1,881
653
$301K 0.02%
6,604
+223
654
$300K 0.02%
+14,381
655
$300K 0.02%
11,175
+8,087
656
$298K 0.02%
13,389
-466
657
$297K 0.02%
2,446
+1
658
$296K 0.02%
4,520
+36
659
$296K 0.02%
3,390
-1,247
660
$296K 0.02%
2,431
-6,255
661
$296K 0.02%
21,980
+79
662
$295K 0.02%
15,881
+3,371
663
$295K 0.02%
10,742
-450
664
$295K 0.02%
4,446
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665
$293K 0.02%
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666
$292K 0.02%
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667
$291K 0.02%
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668
$291K 0.02%
7,003
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669
$291K 0.02%
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-9
670
$290K 0.02%
4,117
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671
$288K 0.02%
7,866
+284
672
$288K 0.02%
16,527
+2,442
673
$287K 0.02%
18,230
+872
674
$287K 0.02%
592
+49
675
$286K 0.02%
15,221
-40
25 26
27
28 29