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
851
$174K 0.01%
15,131
852
$172K 0.01%
5,275
-762
853
$172K 0.01%
1,198
+350
854
$172K 0.01%
804
-9
855
$172K 0.01%
4,344
-258
856
$171K 0.01%
2,068
+234
857
$170K 0.01%
2,030
858
$170K 0.01%
1,006
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859
$170K 0.01%
3,052
-3,455
860
$169K 0.01%
2,485
-8,027
861
$169K 0.01%
+8,418
862
$169K 0.01%
10,025
+1,250
863
$169K 0.01%
610
-89
864
$169K 0.01%
6,370
+340
865
$168K 0.01%
2,597
-884
866
$168K 0.01%
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867
$167K 0.01%
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868
$167K 0.01%
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869
$167K 0.01%
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$167K 0.01%
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-571
871
$167K 0.01%
6,360
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872
$166K 0.01%
7,050
+2,887
873
$166K 0.01%
6,141
+5
874
$165K 0.01%
11,173
-588
875
$164K 0.01%
3,373
+783
33 34
35
36 37