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
1076
$95K 0.01%
1,862
-192
1077
$94.5K 0.01%
872
+208
1078
$94.4K 0.01%
2,285
-970
1079
$94.2K 0.01%
1,903
+879
1080
$94.2K 0.01%
933
+66
1081
$93.5K 0.01%
+5,752
1082
$93.5K 0.01%
5,722
-345
1083
$92.9K 0.01%
478
-12
1084
$92.8K 0.01%
1,128
+93
1085
$92.4K 0.01%
5,222
+171
1086
$92.4K 0.01%
9,201
1087
$92.2K 0.01%
1,115
+204
1088
$91.7K 0.01%
6,839
1089
$91.7K 0.01%
551
+5
1090
$91.2K 0.01%
+2,937
1091
$90.3K 0.01%
+4,066
1092
$90.1K 0.01%
10,613
+3,001
1093
$90K 0.01%
404
+3
1094
$89.6K 0.01%
1,685
-545
1095
$89.4K 0.01%
+3,734
1096
$89.4K 0.01%
2,506
-51
1097
$89.4K 0.01%
2,270
+432
1098
$88.9K 0.01%
+3,215
1099
$88.5K 0.01%
1,790
1100
$88.3K 0.01%
+1,370
42 43
44
45 46