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
676
$283K 0.02%
10,448
+1,104
677
$282K 0.02%
9,984
-19,032
678
$282K 0.02%
11,782
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679
$282K 0.02%
13,390
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680
$281K 0.02%
9,465
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681
$280K 0.02%
9,254
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682
$278K 0.02%
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683
$278K 0.02%
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684
$277K 0.02%
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685
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$276K 0.02%
1,337
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687
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837
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688
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689
$273K 0.02%
14,692
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$273K 0.02%
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$272K 0.02%
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693
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$269K 0.02%
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695
$266K 0.02%
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$265K 0.02%
467
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$264K 0.02%
2,439
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698
$264K 0.02%
1,540
-1,626
699
$264K 0.02%
1,821
+14
700
$264K 0.02%
9,627
-3,085
26 27
28
29 30