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
801
$196K 0.01%
1,516
+95
802
$194K 0.01%
8,890
-1,064
803
$194K 0.01%
1,658
-537
804
$194K 0.01%
75,900
+8,200
805
$194K 0.01%
+2,225
806
$193K 0.01%
1,810
+27
807
$193K 0.01%
1,744
+1,716
808
$193K 0.01%
15,000
809
$193K 0.01%
2,922
-10,730
810
$193K 0.01%
3,867
+2,712
811
$191K 0.01%
5,000
812
$191K 0.01%
3,938
+288
813
$190K 0.01%
1,381
-785
814
$190K 0.01%
19,250
+450
815
$189K 0.01%
9,038
+2,439
816
$189K 0.01%
1,064
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817
$188K 0.01%
9,865
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818
$187K 0.01%
3,100
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819
$187K 0.01%
7,363
+2,978
820
$187K 0.01%
1,242
+1,002
821
$187K 0.01%
9,690
+2,450
822
$187K 0.01%
7,260
-3,252
823
$186K 0.01%
1,006
824
$186K 0.01%
5,090
+178
825
$185K 0.01%
2,380
+388
31 32
33
34 35