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
1226
$66.5K ﹤0.01%
943
+257
1227
$66.5K ﹤0.01%
1,205
-36
1228
$65.9K ﹤0.01%
3,694
+2,694
1229
$65.8K ﹤0.01%
5,337
1230
$65.6K ﹤0.01%
2,005
+641
1231
$64.8K ﹤0.01%
1,418
+60
1232
$64.7K ﹤0.01%
3,067
-989
1233
$64.4K ﹤0.01%
2,879
+909
1234
$64.3K ﹤0.01%
2,900
+2,650
1235
$64.2K ﹤0.01%
1,380
1236
$63.9K ﹤0.01%
1,790
+106
1237
$63.9K ﹤0.01%
5,196
+976
1238
$63.3K ﹤0.01%
1,641
1239
$62.7K ﹤0.01%
2,276
-100
1240
$62.7K ﹤0.01%
3,098
1241
$62.5K ﹤0.01%
663
-31
1242
$62.5K ﹤0.01%
2,818
+69
1243
$62.5K ﹤0.01%
1,707
+711
1244
$62.5K ﹤0.01%
4,200
1245
$62K ﹤0.01%
446
+355
1246
$61.8K ﹤0.01%
8,398
1247
$61.5K ﹤0.01%
1,034
1248
$61.4K ﹤0.01%
3,117
+649
1249
$61.3K ﹤0.01%
5,458
1250
$61.1K ﹤0.01%
+2,694