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 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
1426
$38.5K ﹤0.01%
1,995
1427
$38.4K ﹤0.01%
180
1428
$38.4K ﹤0.01%
705
+25
1429
$38.2K ﹤0.01%
535
-225
1430
$38.1K ﹤0.01%
4,139
+785
1431
$38.1K ﹤0.01%
783
-62
1432
$38K ﹤0.01%
1,126
+7
1433
$37.9K ﹤0.01%
924
+199
1434
$37.8K ﹤0.01%
1,735
1435
$37.7K ﹤0.01%
1,510
+272
1436
$37.7K ﹤0.01%
1,205
+250
1437
$37.7K ﹤0.01%
645
+8
1438
$37.6K ﹤0.01%
308
+28
1439
$37.5K ﹤0.01%
1,297
+9
1440
$37.5K ﹤0.01%
600
+5
1441
$37.3K ﹤0.01%
502
1442
$37.2K ﹤0.01%
3,000
1443
$37.1K ﹤0.01%
1,509
-155
1444
$37K ﹤0.01%
3,165
-600
1445
$36.6K ﹤0.01%
300
-50
1446
$36.5K ﹤0.01%
2,800
-3,400
1447
$36.5K ﹤0.01%
5,000
1448
$36.1K ﹤0.01%
1,701
+501
1449
$35.7K ﹤0.01%
1,550
-96
1450
$35.7K ﹤0.01%
630
+244