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
1251
$61.1K ﹤0.01%
2,208
-11,517
1252
$61.1K ﹤0.01%
5,000
1253
$61K ﹤0.01%
2,056
-252
1254
$60.7K ﹤0.01%
1,506
-808
1255
$60.5K ﹤0.01%
521
+271
1256
$60.2K ﹤0.01%
1,975
+42
1257
$59.7K ﹤0.01%
660
+347
1258
$59.7K ﹤0.01%
3,227
1259
$59.5K ﹤0.01%
4,183
+49
1260
$59.2K ﹤0.01%
281
1261
$59K ﹤0.01%
40
1262
$58.9K ﹤0.01%
714
+8
1263
$58.9K ﹤0.01%
1,576
+106
1264
$58.7K ﹤0.01%
+1,055
1265
$58.3K ﹤0.01%
1,425
-13,068
1266
$58K ﹤0.01%
689
+173
1267
$57.9K ﹤0.01%
1,978
1268
$57.9K ﹤0.01%
227
+149
1269
$57.8K ﹤0.01%
1,443
+443
1270
$57.7K ﹤0.01%
240
1271
$57.7K ﹤0.01%
690
1272
$57.3K ﹤0.01%
32
+16
1273
$57.1K ﹤0.01%
409
+50
1274
$57K ﹤0.01%
696
+1
1275
$56.9K ﹤0.01%
352
-36