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
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
51
$5.91M 0.34%
18,967
+797
52
$5.86M 0.34%
11,720
-2,753
53
$5.8M 0.33%
115,648
-32,327
54
$5.74M 0.33%
46,264
-69
55
$5.72M 0.33%
31,770
+594
56
$5.69M 0.33%
78,810
-3,171
57
$5.67M 0.33%
37,840
+1,911
58
$5.53M 0.32%
43,681
+12,033
59
$5.52M 0.32%
75,360
+2,280
60
$5.45M 0.31%
61,758
+11,331
61
$5.43M 0.31%
130,252
+487
62
$5.4M 0.31%
64,373
+25,277
63
$5.35M 0.31%
105,504
+4,006
64
$5.26M 0.3%
71,560
-2,420
65
$5.12M 0.3%
48,508
+2,122
66
$4.97M 0.29%
230,588
-629
67
$4.94M 0.29%
33,211
+174
68
$4.91M 0.28%
91,125
+3,437
69
$4.9M 0.28%
104,743
+6,055
70
$4.82M 0.28%
34,690
+613
71
$4.78M 0.28%
145,841
-673
72
$4.76M 0.27%
27,931
-27,071
73
$4.69M 0.27%
43,129
+5,412
74
$4.68M 0.27%
100,305
+16,341
75
$4.68M 0.27%
39,724
+6,987
1 2
3
4 5