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
1026
$110K 0.01%
1,750
+10
1027
$110K 0.01%
4,028
1028
$110K 0.01%
3,403
+702
1029
$109K 0.01%
3,567
+3,067
1030
$107K 0.01%
9,886
-172
1031
$106K 0.01%
940
+10
1032
$106K 0.01%
2,445
+20
1033
$106K 0.01%
1,266
+80
1034
$106K 0.01%
4,462
-894
1035
$106K 0.01%
7,880
-889
1036
$105K 0.01%
4,065
1037
$105K 0.01%
6,586
+84
1038
$105K 0.01%
683
+623
1039
$105K 0.01%
4,266
-93
1040
$104K 0.01%
2,090
1041
$104K 0.01%
4,324
-2,106
1042
$104K 0.01%
3,458
+161
1043
$103K 0.01%
1,326
+322
1044
$103K 0.01%
1,881
+195
1045
$103K 0.01%
6,445
1046
$103K 0.01%
9,971
-4,149
1047
$102K 0.01%
1,557
-3,199
1048
$102K 0.01%
2,431
-73
1049
$101K 0.01%
11,112
-4,843
1050
$101K 0.01%
+1,873
40 41
42
43 44