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
776
$208K 0.01%
4,011
+1,321
777
$208K 0.01%
966
+184
778
$208K 0.01%
8,236
+5,321
779
$207K 0.01%
4,230
+67
780
$206K 0.01%
7,587
+29
781
$206K 0.01%
5,930
+1,554
782
$205K 0.01%
19,238
-2,110
783
$205K 0.01%
5,326
+4,720
784
$205K 0.01%
9,910
-180
785
$205K 0.01%
4,438
+488
786
$204K 0.01%
3,757
+1,559
787
$203K 0.01%
6,928
+2,574
788
$203K 0.01%
3,386
-789
789
$203K 0.01%
12,743
790
$202K 0.01%
5,378
+685
791
$201K 0.01%
2,147
+2,033
792
$200K 0.01%
5,855
+1
793
$199K 0.01%
4,310
-80
794
$198K 0.01%
5,130
+509
795
$197K 0.01%
15,536
-4,714
796
$197K 0.01%
635
+40
797
$197K 0.01%
4,169
-500
798
$196K 0.01%
4,763
+379
799
$196K 0.01%
2,965
+1
800
$196K 0.01%
1,935
+132
30 31
32
33 34