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
701
$264K 0.02%
1,575
-1,761
702
$263K 0.02%
8,987
+1,703
703
$260K 0.02%
8,617
-1,360
704
$260K 0.02%
628
+33
705
$260K 0.02%
4,088
-356
706
$259K 0.01%
10,234
+4,911
707
$258K 0.01%
413
+10
708
$258K 0.01%
5,064
+3,139
709
$256K 0.01%
12,585
+493
710
$255K 0.01%
3,252
+2,897
711
$254K 0.01%
16,770
712
$253K 0.01%
14,798
-675
713
$252K 0.01%
6,160
+218
714
$251K 0.01%
9,703
+7,450
715
$251K 0.01%
4,445
+194
716
$249K 0.01%
4,462
+382
717
$249K 0.01%
9,035
+5,000
718
$249K 0.01%
11,459
+174
719
$248K 0.01%
4,204
+904
720
$248K 0.01%
1,901
+244
721
$247K 0.01%
1,520
-345
722
$247K 0.01%
7,196
+196
723
$247K 0.01%
3,257
+7
724
$245K 0.01%
10,856
+902
725
$244K 0.01%
3,846
+1,377
27 28
29
30 31