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 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
1151
$80K ﹤0.01%
1,944
+231
1152
$80K ﹤0.01%
3,200
1153
$79.9K ﹤0.01%
2,066
1154
$79.1K ﹤0.01%
1,271
-306
1155
$79.1K ﹤0.01%
774
1156
$78.9K ﹤0.01%
1,705
+643
1157
$78.8K ﹤0.01%
113
-1
1158
$78.6K ﹤0.01%
949
+357
1159
$78.4K ﹤0.01%
2,625
+1,625
1160
$78.4K ﹤0.01%
640
+97
1161
$78.1K ﹤0.01%
737
+71
1162
$77.9K ﹤0.01%
17,600
+2,000
1163
$77.8K ﹤0.01%
2,186
-114
1164
$77.5K ﹤0.01%
3,035
1165
$77.4K ﹤0.01%
3,070
1166
$77.4K ﹤0.01%
1,506
+42
1167
$77.3K ﹤0.01%
899
-122
1168
$77K ﹤0.01%
6,682
+1,000
1169
$76.9K ﹤0.01%
1,264
1170
$76.6K ﹤0.01%
1,377
+31
1171
$76.6K ﹤0.01%
2,019
1172
$76K ﹤0.01%
2,318
1173
$75.9K ﹤0.01%
1,420
+855
1174
$75.9K ﹤0.01%
1,082
+47
1175
$75.5K ﹤0.01%
+1,919