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
1201
$71.8K ﹤0.01%
3,151
1202
$71.6K ﹤0.01%
2,494
-1,950
1203
$71.5K ﹤0.01%
309
-11
1204
$71K ﹤0.01%
2,393
-243
1205
$69.9K ﹤0.01%
1,435
+189
1206
$69.5K ﹤0.01%
1,661
+206
1207
$69.4K ﹤0.01%
1,738
1208
$69.2K ﹤0.01%
4,962
+1,358
1209
$69.2K ﹤0.01%
17,691
+800
1210
$69.1K ﹤0.01%
2,684
-1,386
1211
$69.1K ﹤0.01%
5,374
-1,263
1212
$68.6K ﹤0.01%
4,786
+886
1213
$68.5K ﹤0.01%
2,800
1214
$68.4K ﹤0.01%
2,104
-70
1215
$68.2K ﹤0.01%
1,200
1216
$67.7K ﹤0.01%
1,535
+742
1217
$67.7K ﹤0.01%
625
-307
1218
$67.6K ﹤0.01%
1,372
-178
1219
$67.6K ﹤0.01%
1,544
+1,394
1220
$67.2K ﹤0.01%
2,671
+145
1221
$66.9K ﹤0.01%
11,280
+3,720
1222
$66.8K ﹤0.01%
8,600
-700
1223
$66.8K ﹤0.01%
655
+19
1224
$66.8K ﹤0.01%
3,787
-971
1225
$66.7K ﹤0.01%
2,494
+10
47 48
49
50 51