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
826
$185K 0.01%
6,895
827
$185K 0.01%
14,993
-2,016
828
$183K 0.01%
1,769
+59
829
$183K 0.01%
2,838
+696
830
$183K 0.01%
2,954
+1,675
831
$183K 0.01%
11,614
+3,390
832
$182K 0.01%
6,703
-123
833
$182K 0.01%
9,891
-861
834
$182K 0.01%
+3,215
835
$182K 0.01%
4,915
+51
836
$181K 0.01%
2,408
+608
837
$181K 0.01%
4,289
+2,186
838
$181K 0.01%
5,200
+4,250
839
$180K 0.01%
2,370
-43
840
$180K 0.01%
2,817
+30
841
$180K 0.01%
3,539
+2,304
842
$179K 0.01%
3,456
+416
843
$179K 0.01%
6,945
+1,935
844
$177K 0.01%
4,473
-500
845
$177K 0.01%
7,050
+450
846
$177K 0.01%
14,161
+7,409
847
$177K 0.01%
9,906
-250
848
$176K 0.01%
3,179
+1,750
849
$176K 0.01%
1,247
-268
850
$175K 0.01%
8,752
-2,040
32 33
34
35 36