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
1251
$121K 0.01%
942
+68
1252
$120K 0.01%
1,546
+62
1253
$119K 0.01%
2,320
-500
1254
$119K 0.01%
851
+114
1255
$119K 0.01%
2,355
+2,185
1256
$119K 0.01%
2,233
+20
1257
$118K 0.01%
+5,257
1258
$117K 0.01%
7,326
+4,614
1259
$117K 0.01%
2,281
+464
1260
$117K 0.01%
1,120
+135
1261
$116K 0.01%
6,932
+6,517
1262
$116K 0.01%
3,726
+3,085
1263
$114K 0.01%
1,495
-3,051
1264
$114K 0.01%
1,212
1265
$114K 0.01%
6,123
+2,294
1266
$114K 0.01%
1,390
+717
1267
$113K 0.01%
730
1268
$113K ﹤0.01%
745
-739
1269
$113K ﹤0.01%
1,445
+200
1270
$113K ﹤0.01%
3,716
1271
$112K ﹤0.01%
2,620
1272
$112K ﹤0.01%
+3,918
1273
$112K ﹤0.01%
2,090
+225
1274
$112K ﹤0.01%
+5,507
1275
$112K ﹤0.01%
3,148
49 50
51
52 53