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
901
$155K 0.01%
4,221
-98
902
$155K 0.01%
4,495
-473
903
$155K 0.01%
1,483
+72
904
$155K 0.01%
6,610
+5
905
$154K 0.01%
19,300
+12,150
906
$154K 0.01%
3,718
-616
907
$153K 0.01%
14,400
+450
908
$153K 0.01%
845
+326
909
$152K 0.01%
2,509
-2,002
910
$152K 0.01%
721
+42
911
$152K 0.01%
6,499
912
$151K 0.01%
9,735
-38
913
$151K 0.01%
960
-5
914
$151K 0.01%
2,173
-174
915
$151K 0.01%
6,700
+6,300
916
$151K 0.01%
9,333
+675
917
$150K 0.01%
2,376
918
$148K 0.01%
5,428
-950
919
$148K 0.01%
16,154
+1,394
920
$148K 0.01%
11,010
-510
921
$148K 0.01%
2,886
-10
922
$148K 0.01%
3,500
+51
923
$147K 0.01%
777
+2
924
$147K 0.01%
2,372
-56
925
$147K 0.01%
3,501
+162
35 36
37
38 39