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
1051
$101K 0.01%
2,128
1052
$100K 0.01%
835
+217
1053
$100K 0.01%
1,258
+87
1054
$100K 0.01%
1,685
-162
1055
$99.5K 0.01%
793
+109
1056
$99.2K 0.01%
830
+45
1057
$99K 0.01%
+4,000
1058
$98.8K 0.01%
1,527
+54
1059
$98.8K 0.01%
807
1060
$98.7K 0.01%
3,632
+149
1061
$98.6K 0.01%
2,837
+372
1062
$97.9K 0.01%
1,050
-1,220
1063
$97.9K 0.01%
2,246
+589
1064
$97.7K 0.01%
4,091
-1,913
1065
$97.7K 0.01%
287
-2
1066
$97.5K 0.01%
1,190
+30
1067
$97.3K 0.01%
4,120
1068
$96.8K 0.01%
2,517
+309
1069
$96.1K 0.01%
4,114
+4,050
1070
$96K 0.01%
7,022
1071
$95.9K 0.01%
2,250
1072
$95.5K 0.01%
3,096
+357
1073
$95.4K 0.01%
11,290
+6,881
1074
$95.4K 0.01%
9,452
+29
1075
$95.2K 0.01%
719
+5
41 42
43
44 45