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
1226
$128K 0.01%
2,210
+117
1227
$127K 0.01%
7,655
-3,433
1228
$127K 0.01%
3,727
1229
$127K 0.01%
1,208
+834
1230
$126K 0.01%
730
-95
1231
$126K 0.01%
6,231
-5,603
1232
$126K 0.01%
2,786
+81
1233
$126K 0.01%
3,409
-994
1234
$125K 0.01%
1,729
+21
1235
$125K 0.01%
53,304
+41,600
1236
$125K 0.01%
1,797
+84
1237
$125K 0.01%
2,316
+2,136
1238
$125K 0.01%
1,635
-429
1239
$124K 0.01%
2,155
+70
1240
$124K 0.01%
2,625
1241
$124K 0.01%
919
+509
1242
$124K 0.01%
8,653
+1,814
1243
$123K 0.01%
16,838
+10,518
1244
$123K 0.01%
5,352
-7,400
1245
$123K 0.01%
+1,223
1246
$123K 0.01%
2,396
+78
1247
$123K 0.01%
2,267
+58
1248
$121K 0.01%
5,458
-121
1249
$121K 0.01%
4,135
+4,000
1250
$121K 0.01%
3,075
-75
48 49
50
51 52