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
1401
$81.5K ﹤0.01%
1,641
-75
1402
$81.4K ﹤0.01%
643
-15
1403
$81K ﹤0.01%
800
1404
$80.9K ﹤0.01%
2,546
+450
1405
$80.8K ﹤0.01%
436
1406
$79.5K ﹤0.01%
6,126
+350
1407
$79.3K ﹤0.01%
3,732
-5,452
1408
$79.3K ﹤0.01%
2,053
+200
1409
$79.1K ﹤0.01%
1,065
-2,061
1410
$78.8K ﹤0.01%
5,959
+622
1411
$78.5K ﹤0.01%
747
+35
1412
$78.1K ﹤0.01%
8,398
+38
1413
$78.1K ﹤0.01%
3,035
1414
$78K ﹤0.01%
4,200
1415
$77.6K ﹤0.01%
1,059
+994
1416
$77.6K ﹤0.01%
2,693
-15,017
1417
$77.6K ﹤0.01%
+2,000
1418
$77.4K ﹤0.01%
1,723
+82
1419
$77.2K ﹤0.01%
1,741
1420
$77.1K ﹤0.01%
2,154
-707
1421
$77.1K ﹤0.01%
1,499
-141
1422
$76.7K ﹤0.01%
1,397
-104
1423
$76.6K ﹤0.01%
2,146
+17
1424
$76.2K ﹤0.01%
2,189
-1,060
1425
$75.9K ﹤0.01%
1,978
55 56
57
58 59