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
1151
$153K 0.01%
8,383
1152
$153K 0.01%
1,700
+188
1153
$152K 0.01%
14,500
+350
1154
$152K 0.01%
4,140
+2,105
1155
$152K 0.01%
3,878
+3,782
1156
$151K 0.01%
4,825
+4,350
1157
$151K 0.01%
1,848
+625
1158
$151K 0.01%
11,287
+3,811
1159
$150K 0.01%
1,108
-764
1160
$150K 0.01%
4,133
-77
1161
$150K 0.01%
1,165
+361
1162
$149K 0.01%
940
-965
1163
$149K 0.01%
1,741
-11,541
1164
$149K 0.01%
3,835
1165
$149K 0.01%
2,970
+180
1166
$149K 0.01%
10,790
+9,325
1167
$148K 0.01%
547
+38
1168
$148K 0.01%
10,434
+6,284
1169
$146K 0.01%
+4,600
1170
$146K 0.01%
2,599
1171
$146K 0.01%
13,700
-2,100
1172
$146K 0.01%
1,357
+258
1173
$146K 0.01%
7,470
+1,418
1174
$145K 0.01%
3,575
+2,216
1175
$145K 0.01%
+3,966
45 46
47
48 49