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
101
$3.48M 0.2%
29,782
+1,035
102
$3.44M 0.2%
53,967
-27,306
103
$3.38M 0.19%
106,701
+5,033
104
$3.37M 0.19%
30,008
-68
105
$3.36M 0.19%
9,939
+149
106
$3.33M 0.19%
32,028
+113
107
$3.32M 0.19%
64,329
+23,763
108
$3.31M 0.19%
151,572
+8,091
109
$3.29M 0.19%
14,986
+707
110
$3.29M 0.19%
10,551
+3,279
111
$3.19M 0.18%
91,523
+4,013
112
$3.17M 0.18%
61,110
+27,720
113
$3.15M 0.18%
80,498
+10,554
114
$3.11M 0.18%
32,507
+1,497
115
$3.11M 0.18%
36,174
+1,537
116
$3.09M 0.18%
53,780
-1,982
117
$3.08M 0.18%
146,506
-99
118
$2.98M 0.17%
51,922
+868
119
$2.95M 0.17%
37,320
+870
120
$2.93M 0.17%
10,332
-52
121
$2.93M 0.17%
56,546
+6,647
122
$2.92M 0.17%
59,219
+2,193
123
$2.9M 0.17%
11,557
+555
124
$2.88M 0.17%
87,824
+81,959
125
$2.87M 0.17%
17,214
+6,848
3 4
5
6 7