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
$2.29B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,356
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$9.87M
3
+$8.6M
4
ABNB icon
Airbnb
ABNB
+$7.21M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.07M

Top Sells

1
+$7.99M
2
+$5.18M
3
+$4.65M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.09M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.07M

Sector Composition

1 Technology 12.03%
2 Consumer Discretionary 6.17%
3 Healthcare 4.91%
4 Communication Services 4.1%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$160K 0.01%
+5,397
1127
$159K 0.01%
1,178
-164
1128
$159K 0.01%
813
-528
1129
$158K 0.01%
3,150
+2,385
1130
$158K 0.01%
4,041
-684
1131
$158K 0.01%
2,045
+422
1132
$157K 0.01%
370
-52
1133
$157K 0.01%
7,598
+1,500
1134
$156K 0.01%
1,104
+118
1135
$156K 0.01%
6,673
+2,133
1136
$156K 0.01%
20,000
+5,000
1137
$156K 0.01%
6,530
+1,694
1138
$156K 0.01%
5,522
-792
1139
$156K 0.01%
1,080
-201
1140
$156K 0.01%
3,667
+21
1141
$156K 0.01%
8,953
+3,524
1142
$155K 0.01%
2,563
-43
1143
$155K 0.01%
3,374
+512
1144
$155K 0.01%
9,925
+500
1145
$154K 0.01%
4,610
+915
1146
$154K 0.01%
1,430
-118
1147
$154K 0.01%
3,118
+419
1148
$153K 0.01%
1,688
+24
1149
$153K 0.01%
2,831
+7
1150
$153K 0.01%
8,258
+7,758
44 45
46
47 48