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

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
1376
$87.3K ﹤0.01%
3,468
+507
1377
$87K ﹤0.01%
1,731
+70
1378
$86.6K ﹤0.01%
7,024
+270
1379
$86.5K ﹤0.01%
5,493
+2,708
1380
$86.4K ﹤0.01%
1,567
+80
1381
$86.2K ﹤0.01%
7,780
-2,000
1382
$86.1K ﹤0.01%
5,312
1383
$85.8K ﹤0.01%
1,240
+465
1384
$85.7K ﹤0.01%
5,686
+800
1385
$85.2K ﹤0.01%
1,845
+783
1386
$84.9K ﹤0.01%
5,084
+4,735
1387
$84.5K ﹤0.01%
8,615
-2,385
1388
$84.1K ﹤0.01%
5,197
-132
1389
$84.1K ﹤0.01%
899
-337
1390
$83.9K ﹤0.01%
654
+373
1391
$83.2K ﹤0.01%
453
-2
1392
$82.9K ﹤0.01%
4,433
+224
1393
$82.9K ﹤0.01%
1,392
+518
1394
$82.7K ﹤0.01%
4,139
1395
$82.6K ﹤0.01%
3,094
+700
1396
$82.3K ﹤0.01%
2,197
+197
1397
$82.2K ﹤0.01%
1,783
+1,500
1398
$82.1K ﹤0.01%
1,930
+1,180
1399
$81.8K ﹤0.01%
1,131
1400
$81.6K ﹤0.01%
390