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
$2.29B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,356
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.87M
3
+$8.6M
4
ABNB icon
Airbnb
ABNB
+$7.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.07M

Top Sells

1
+$7.99M
2
+$5.18M
3
+$4.65M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.09M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.07M

Sector Composition

1 Technology 12.03%
2 Consumer Discretionary 6.17%
3 Healthcare 4.91%
4 Communication Services 4.1%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$444K 0.02%
1,487
+194
702
$443K 0.02%
+21,847
703
$442K 0.02%
6,779
+4,478
704
$442K 0.02%
4,565
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705
$441K 0.02%
10,295
+2,067
706
$440K 0.02%
10,946
+1,989
707
$439K 0.02%
3,204
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708
$438K 0.02%
14,026
+1,523
709
$436K 0.02%
2,466
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710
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6,536
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711
$433K 0.02%
4,919
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712
$433K 0.02%
+9,770
713
$432K 0.02%
2,849
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714
$431K 0.02%
1,740
-226
715
$429K 0.02%
371
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716
$428K 0.02%
13,368
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15,516
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718
$427K 0.02%
9,565
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719
$425K 0.02%
16,600
720
$422K 0.02%
14,230
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721
$422K 0.02%
844
-210
722
$422K 0.02%
5,443
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723
$419K 0.02%
683
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724
$419K 0.02%
18,546
+2,010
725
$419K 0.02%
19,940
+2,300
27 28
29
30 31