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
1301
$104K ﹤0.01%
+2,500
1302
$103K ﹤0.01%
+1,672
1303
$103K ﹤0.01%
2,185
1304
$103K ﹤0.01%
1,406
+32
1305
$103K ﹤0.01%
1,320
+230
1306
$103K ﹤0.01%
8,300
+6,450
1307
$103K ﹤0.01%
4,826
+39
1308
$103K ﹤0.01%
7,038
+4,635
1309
$102K ﹤0.01%
6,556
+444
1310
$102K ﹤0.01%
811
-1,419
1311
$102K ﹤0.01%
42
+4
1312
$101K ﹤0.01%
3,130
+2
1313
$101K ﹤0.01%
4,859
+280
1314
$100K ﹤0.01%
4,065
1315
$99.9K ﹤0.01%
4,379
1316
$99.4K ﹤0.01%
1,585
1317
$99.2K ﹤0.01%
1,200
1318
$98.9K ﹤0.01%
706
-3,972
1319
$98.9K ﹤0.01%
861
-7,266
1320
$98.2K ﹤0.01%
1,536
+35
1321
$98.2K ﹤0.01%
2,856
-395
1322
$98.1K ﹤0.01%
1,330
+597
1323
$98.1K ﹤0.01%
1,899
+474
1324
$98.1K ﹤0.01%
3,968
+70
1325
$97.9K ﹤0.01%
3,336
-22,837
51 52
53
54 55