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
926
$255K 0.01%
2,032
+574
927
$255K 0.01%
4,839
-188
928
$255K 0.01%
2,594
-183
929
$254K 0.01%
1,804
+836
930
$253K 0.01%
14,988
+2,160
931
$253K 0.01%
21,062
+8,212
932
$252K 0.01%
4,256
+112
933
$250K 0.01%
+4,800
934
$250K 0.01%
9,035
935
$249K 0.01%
403
-35
936
$248K 0.01%
3,469
-320
937
$248K 0.01%
+5,714
938
$246K 0.01%
1,793
-4,888
939
$246K 0.01%
+3,419
940
$244K 0.01%
4,056
+210
941
$244K 0.01%
2,332
+176
942
$244K 0.01%
7,375
+3,750
943
$243K 0.01%
14,578
-1,054
944
$243K 0.01%
4,545
+438
945
$242K 0.01%
10,255
-286
946
$241K 0.01%
2,341
+319
947
$241K 0.01%
3,151
+1,918
948
$240K 0.01%
4,460
+171
949
$239K 0.01%
15,010
+300
950
$238K 0.01%
1,155
+14
36 37
38
39 40