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 Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

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
1401
$40.4K ﹤0.01%
2,248
-1,050
1402
$40.3K ﹤0.01%
555
+223
1403
$40.2K ﹤0.01%
1,268
+30
1404
$40.2K ﹤0.01%
1,670
-400
1405
$40.1K ﹤0.01%
867
1406
$40.1K ﹤0.01%
140
+97
1407
$40K ﹤0.01%
1,794
1408
$39.6K ﹤0.01%
538
1409
$39.6K ﹤0.01%
1,772
1410
$39.6K ﹤0.01%
2,000
1411
$39.6K ﹤0.01%
1,280
1412
$39.5K ﹤0.01%
698
+65
1413
$39.5K ﹤0.01%
2,099
+250
1414
$39.5K ﹤0.01%
800
-1,218
1415
$39.4K ﹤0.01%
561
+61
1416
$39.4K ﹤0.01%
1,946
-1,515
1417
$39.3K ﹤0.01%
2,645
1418
$39.2K ﹤0.01%
990
1419
$39.1K ﹤0.01%
4,638
-1,000
1420
$39K ﹤0.01%
3,781
+1,215
1421
$38.9K ﹤0.01%
250
-28
1422
$38.9K ﹤0.01%
2,094
+600
1423
$38.7K ﹤0.01%
392
-44
1424
$38.7K ﹤0.01%
409
-54
1425
$38.7K ﹤0.01%
1,131
+625
55 56
57
58 59