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
1326
$48.5K ﹤0.01%
445
+335
1327
$48.5K ﹤0.01%
1,115
-295
1328
$48.4K ﹤0.01%
1,575
1329
$48.4K ﹤0.01%
1,613
+1,513
1330
$48.2K ﹤0.01%
1,716
1331
$48.1K ﹤0.01%
1,462
+14
1332
$47.7K ﹤0.01%
+3,150
1333
$47.7K ﹤0.01%
1,083
1334
$47.6K ﹤0.01%
+860
1335
$47.5K ﹤0.01%
3,000
1336
$47.3K ﹤0.01%
+1,848
1337
$47.2K ﹤0.01%
655
+110
1338
$46.9K ﹤0.01%
+1,200
1339
$46.7K ﹤0.01%
4,000
+2,000
1340
$46.6K ﹤0.01%
3,796
1341
$46.6K ﹤0.01%
939
+515
1342
$46.5K ﹤0.01%
7,873
-4,868
1343
$46.4K ﹤0.01%
1,710
1344
$46.4K ﹤0.01%
1,155
-29
1345
$46.2K ﹤0.01%
3,339
+46
1346
$46.2K ﹤0.01%
1,242
-254
1347
$45.9K ﹤0.01%
785
+7
1348
$45.6K ﹤0.01%
870
+70
1349
$45.6K ﹤0.01%
1,671
1350
$45.6K ﹤0.01%
2,518
-362,830