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
926
$147K 0.01%
7,260
-2,400
927
$146K 0.01%
5,865
-148
928
$146K 0.01%
862
-2,959
929
$146K 0.01%
10,590
930
$145K 0.01%
1,880
+30
931
$145K 0.01%
3,247
+1,751
932
$145K 0.01%
1,309
-4,619
933
$144K 0.01%
5,897
+1,947
934
$142K 0.01%
2,158
935
$141K 0.01%
1,742
+1,507
936
$141K 0.01%
5,188
+3,285
937
$140K 0.01%
2,282
+147
938
$139K 0.01%
1,078
939
$139K 0.01%
5,600
-1,400
940
$139K 0.01%
12,035
-203
941
$139K 0.01%
1,330
-191
942
$139K 0.01%
6,472
-2,730
943
$139K 0.01%
6,891
-1,868
944
$138K 0.01%
5,040
-426
945
$138K 0.01%
10,226
946
$137K 0.01%
3,107
+70
947
$137K 0.01%
1,462
-50
948
$137K 0.01%
12,553
949
$136K 0.01%
2,641
+41
950
$136K 0.01%
2,640
36 37
38
39 40