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
951
$136K 0.01%
8,669
952
$136K 0.01%
3,120
+1
953
$135K 0.01%
3,970
954
$135K 0.01%
3,832
-229
955
$135K 0.01%
2,332
-11,996
956
$134K 0.01%
3,617
-1,163
957
$134K 0.01%
5,448
-476
958
$134K 0.01%
2,990
959
$133K 0.01%
1,450
960
$132K 0.01%
2,074
+7
961
$132K 0.01%
4,725
+69
962
$132K 0.01%
4,452
+30
963
$131K 0.01%
11,809
+2,288
964
$131K 0.01%
1,457
+105
965
$131K 0.01%
4,119
966
$131K 0.01%
6,285
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967
$130K 0.01%
2,237
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968
$130K 0.01%
12,850
969
$130K 0.01%
4,878
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970
$130K 0.01%
1,806
+22
971
$130K 0.01%
3,828
972
$129K 0.01%
16,286
-5,586
973
$129K 0.01%
1,129
+155
974
$129K 0.01%
6,866
-200
975
$129K 0.01%
10,667
+453
37 38
39
40 41