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
726
$244K 0.01%
28,547
727
$244K 0.01%
6,818
+226
728
$244K 0.01%
1,262
-38
729
$242K 0.01%
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-301
730
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2,322
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731
$242K 0.01%
49,800
-15,400
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$240K 0.01%
4,356
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$238K 0.01%
2,431
-1,476
734
$238K 0.01%
1,909
-31
735
$236K 0.01%
47,011
-23,243
736
$234K 0.01%
7,235
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737
$234K 0.01%
2,373
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738
$233K 0.01%
3,831
+1,351
739
$233K 0.01%
10,028
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740
$233K 0.01%
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1,255
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744
$229K 0.01%
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745
$228K 0.01%
4,919
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746
$228K 0.01%
1,020
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747
$227K 0.01%
14,332
+958
748
$227K 0.01%
21,440
+76
749
$226K 0.01%
14,404
+142
750
$225K 0.01%
1,941
+86
28 29
30
31 32