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 Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

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
1301
$52.9K ﹤0.01%
311
+11
1302
$52.8K ﹤0.01%
345
-12
1303
$52.7K ﹤0.01%
+6,000
1304
$52.5K ﹤0.01%
1,790
1305
$52.5K ﹤0.01%
811
-287
1306
$52.2K ﹤0.01%
1,390
+162
1307
$52K ﹤0.01%
1,136
1308
$51.5K ﹤0.01%
706
-260
1309
$51.4K ﹤0.01%
9,150
1310
$51.4K ﹤0.01%
+1,950
1311
$51.1K ﹤0.01%
1,100
1312
$51K ﹤0.01%
3,300
1313
$50.8K ﹤0.01%
4,000
-850
1314
$50.7K ﹤0.01%
1,043
-1,251
1315
$50.6K ﹤0.01%
673
-165
1316
$50.4K ﹤0.01%
3,658
1317
$50.3K ﹤0.01%
358
+162
1318
$50.1K ﹤0.01%
1,920
1319
$49.7K ﹤0.01%
170
+11
1320
$49.7K ﹤0.01%
5,869
+1,132
1321
$49.4K ﹤0.01%
518
+50
1322
$49.1K ﹤0.01%
9,809
+200
1323
$48.8K ﹤0.01%
+2,046
1324
$48.8K ﹤0.01%
1,110
+156
1325
$48.7K ﹤0.01%
678
+522
51 52
53
54 55