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
1326
$97.9K ﹤0.01%
1,018
+1
1327
$97.8K ﹤0.01%
5,816
1328
$97.2K ﹤0.01%
3,659
+915
1329
$97.1K ﹤0.01%
1,427
1330
$97K ﹤0.01%
660
+10
1331
$96.9K ﹤0.01%
621
-45
1332
$96.8K ﹤0.01%
3,016
1333
$96.2K ﹤0.01%
2,081
1334
$96.1K ﹤0.01%
1,068
+17
1335
$95.6K ﹤0.01%
+1,331
1336
$95.1K ﹤0.01%
2,049
+30
1337
$95.1K ﹤0.01%
1,073
-3
1338
$94.8K ﹤0.01%
1,305
+373
1339
$94.3K ﹤0.01%
1,118
-415
1340
$94.3K ﹤0.01%
9,967
+158
1341
$94.2K ﹤0.01%
1,722
-9,803
1342
$94K ﹤0.01%
471
-123
1343
$93.9K ﹤0.01%
3,690
-430
1344
$93.6K ﹤0.01%
567
+439
1345
$93.2K ﹤0.01%
1,352
-163
1346
$93.1K ﹤0.01%
3,800
1347
$92.5K ﹤0.01%
1,200
+235
1348
$92.4K ﹤0.01%
7,226
+650
1349
$92.4K ﹤0.01%
+4,066
1350
$92.4K ﹤0.01%
1,430
-378
52 53
54
55 56