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
$2.29B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,356
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.87M
3
+$8.6M
4
ABNB icon
Airbnb
ABNB
+$7.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.07M

Top Sells

1
+$7.99M
2
+$5.18M
3
+$4.65M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.09M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.07M

Sector Composition

1 Technology 12.03%
2 Consumer Discretionary 6.17%
3 Healthcare 4.91%
4 Communication Services 4.1%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$311K 0.01%
+9,939
852
$310K 0.01%
1,695
+954
853
$309K 0.01%
11,279
+4,691
854
$309K 0.01%
2,061
+253
855
$309K 0.01%
2,058
-63
856
$309K 0.01%
+9,703
857
$309K 0.01%
6,240
-142
858
$308K 0.01%
5,408
+2,062
859
$308K 0.01%
3,446
+105
860
$308K 0.01%
+6,457
861
$304K 0.01%
9,650
+875
862
$302K 0.01%
3,394
+280
863
$302K 0.01%
6,209
-5,762
864
$302K 0.01%
1,150
865
$301K 0.01%
7,431
-512
866
$301K 0.01%
1,552
+61
867
$300K 0.01%
15,126
-993
868
$299K 0.01%
1,374
-3,493
869
$299K 0.01%
1,259
+229
870
$298K 0.01%
12,991
-2,071
871
$296K 0.01%
6,744
+1,075
872
$295K 0.01%
1,551
-44
873
$295K 0.01%
28,547
874
$294K 0.01%
24,793
+20,752
875
$294K 0.01%
10,741
+1,256
33 34
35
36 37