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
751
$225K 0.01%
20,025
752
$225K 0.01%
3,659
+1,482
753
$225K 0.01%
+588
754
$223K 0.01%
1,844
-125
755
$223K 0.01%
6,105
-1,920
756
$223K 0.01%
4,212
+300
757
$222K 0.01%
638
+124
758
$222K 0.01%
2,010
-1,693
759
$221K 0.01%
809
+44
760
$220K 0.01%
14,326
+9,893
761
$220K 0.01%
4,516
+2,252
762
$220K 0.01%
2,390
+9
763
$218K 0.01%
942
-248
764
$217K 0.01%
2,255
+1,765
765
$217K 0.01%
2,572
+168
766
$217K 0.01%
893
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767
$216K 0.01%
7,715
+4,102
768
$216K 0.01%
2,540
+860
769
$213K 0.01%
939
+159
770
$211K 0.01%
5,669
+82
771
$211K 0.01%
728
+21
772
$211K 0.01%
549
+132
773
$211K 0.01%
8,501
+787
774
$211K 0.01%
1,416
+150
775
$211K 0.01%
1,863
+39
29 30
31
32 33