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
1351
$91.5K ﹤0.01%
1,949
+127
1352
$91.5K ﹤0.01%
3,600
+400
1353
$91.5K ﹤0.01%
2,386
+957
1354
$91.1K ﹤0.01%
2,318
+200
1355
$90.9K ﹤0.01%
9,201
1356
$90.8K ﹤0.01%
2,622
+2,375
1357
$90.6K ﹤0.01%
3,844
-3,047
1358
$90.6K ﹤0.01%
3,133
-400
1359
$90.4K ﹤0.01%
1,241
1360
$90.1K ﹤0.01%
726
-110
1361
$89.6K ﹤0.01%
1,360
+1,311
1362
$89.3K ﹤0.01%
1,200
+200
1363
$89.1K ﹤0.01%
1,946
-1,694
1364
$88.9K ﹤0.01%
1,560
+163
1365
$88.8K ﹤0.01%
1,026
1366
$88.7K ﹤0.01%
312
+3
1367
$88.6K ﹤0.01%
10,755
1368
$88.3K ﹤0.01%
2,583
-114
1369
$88.1K ﹤0.01%
1,524
+364
1370
$88K ﹤0.01%
6,300
1371
$88K ﹤0.01%
329
1372
$87.9K ﹤0.01%
3,310
+410
1373
$87.8K ﹤0.01%
+972
1374
$87.5K ﹤0.01%
+1,506
1375
$87.4K ﹤0.01%
1,244
+537
53 54
55
56 57