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
976
$128K 0.01%
2,903
-321
977
$127K 0.01%
5,039
+1,038
978
$127K 0.01%
1,310
+2
979
$126K 0.01%
11,141
+20
980
$126K 0.01%
4,823
981
$126K 0.01%
3,852
-751
982
$126K 0.01%
854
-312
983
$125K 0.01%
6,684
+600
984
$125K 0.01%
8,120
+2,115
985
$124K 0.01%
1,547
-80
986
$123K 0.01%
4,841
+643
987
$123K 0.01%
2,213
+266
988
$123K 0.01%
787
+177
989
$122K 0.01%
3,035
990
$122K 0.01%
4,649
-1,564
991
$121K 0.01%
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$121K 0.01%
3,610
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993
$121K 0.01%
2,096
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994
$121K 0.01%
7,067
995
$121K 0.01%
1,466
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996
$121K 0.01%
2,851
+1,970
997
$121K 0.01%
64
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998
$120K 0.01%
2,894
-298
999
$120K 0.01%
2,496
-51
1000
$119K 0.01%
1,568
+105
38 39
40
41 42