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
876
$293K 0.01%
2,137
-7,166
877
$292K 0.01%
2,067
+132
878
$291K 0.01%
1,591
-4,285
879
$290K 0.01%
4,164
+2,187
880
$290K 0.01%
17,419
+4,745
881
$289K 0.01%
8,845
+2,519
882
$289K 0.01%
2,187
+1,757
883
$288K 0.01%
2,104
+1,300
884
$285K 0.01%
7,612
+4,525
885
$285K 0.01%
23,293
+11,282
886
$285K 0.01%
688
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887
$284K 0.01%
2,989
-3
888
$283K 0.01%
4,259
+253
889
$282K 0.01%
8,283
+8,076
890
$281K 0.01%
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891
$281K 0.01%
4,179
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892
$280K 0.01%
1,338
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893
$280K 0.01%
4,983
-649
894
$278K 0.01%
2,285
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895
$278K 0.01%
11,046
+448
896
$278K 0.01%
4,304
+4,160
897
$275K 0.01%
2,114
+1,970
898
$274K 0.01%
9,064
-1,426
899
$274K 0.01%
13,527
-508
900
$272K 0.01%
649
+16
34 35
36
37 38