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
1276
$111K ﹤0.01%
+3,532
1277
$111K ﹤0.01%
1,868
+415
1278
$111K ﹤0.01%
4,566
-1,637
1279
$111K ﹤0.01%
7,592
-1,366
1280
$110K ﹤0.01%
4,765
+34
1281
$110K ﹤0.01%
1,790
1282
$110K ﹤0.01%
4,020
+2,100
1283
$110K ﹤0.01%
2,175
1284
$109K ﹤0.01%
+2,300
1285
$108K ﹤0.01%
812
-20
1286
$108K ﹤0.01%
3,788
+348
1287
$108K ﹤0.01%
1,135
+545
1288
$108K ﹤0.01%
1,862
1289
$107K ﹤0.01%
4,997
+23
1290
$107K ﹤0.01%
873
+11
1291
$106K ﹤0.01%
+12,585
1292
$106K ﹤0.01%
1,101
+515
1293
$106K ﹤0.01%
2,867
1294
$106K ﹤0.01%
3,239
+15
1295
$105K ﹤0.01%
958
-74
1296
$105K ﹤0.01%
3,300
1297
$104K ﹤0.01%
+780
1298
$104K ﹤0.01%
1,075
1299
$104K ﹤0.01%
1,440
+485
1300
$104K ﹤0.01%
10,000
+1,000
50 51
52
53 54