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
1101
$88.3K 0.01%
1,427
1102
$88K 0.01%
1,046
-65
1103
$87.9K 0.01%
1,708
+41
1104
$87.9K 0.01%
1,631
+250
1105
$87.8K 0.01%
1,372
+74
1106
$87.8K 0.01%
2,175
+325
1107
$87.8K 0.01%
1,326
+210
1108
$87.7K 0.01%
2,320
-387
1109
$87.7K 0.01%
3,898
+871
1110
$87.6K 0.01%
1,247
-73
1111
$87.6K 0.01%
1,723
-135
1112
$87.1K 0.01%
760
+145
1113
$87.1K 0.01%
3,800
1114
$87K 0.01%
753
+172
1115
$86.6K 0.01%
1,150
+42
1116
$86.3K 0.01%
695
-240
1117
$86.2K 0.01%
1,748
+11
1118
$85.7K ﹤0.01%
36,000
1119
$85.6K ﹤0.01%
1,385
1120
$85.6K ﹤0.01%
4,490
-16
1121
$85.5K ﹤0.01%
201
+39
1122
$85.2K ﹤0.01%
8,475
+2,500
1123
$85.1K ﹤0.01%
5,816
1124
$84.8K ﹤0.01%
2,332
+1
1125
$84.3K ﹤0.01%
3,146
-1,507
43 44
45
46 47