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
1426
$75.9K ﹤0.01%
1,791
+1
1427
$75.8K ﹤0.01%
2,055
+136
1428
$75.1K ﹤0.01%
+1,530
1429
$74.8K ﹤0.01%
1,203
+3
1430
$74.7K ﹤0.01%
2,211
1431
$74.7K ﹤0.01%
2,098
+218
1432
$74.6K ﹤0.01%
5,463
+1,337
1433
$74.5K ﹤0.01%
1,305
+351
1434
$74.3K ﹤0.01%
2,093
+825
1435
$74K ﹤0.01%
2,314
+2,014
1436
$73.9K ﹤0.01%
7,800
1437
$73.9K ﹤0.01%
+2,755
1438
$73.8K ﹤0.01%
+1,250
1439
$73.7K ﹤0.01%
5,755
+5,645
1440
$73.6K ﹤0.01%
2,396
-2,181
1441
$73.5K ﹤0.01%
512
1442
$73.1K ﹤0.01%
1,411
1443
$73.1K ﹤0.01%
9,283
+7,866
1444
$73K ﹤0.01%
1,600
-136
1445
$72.9K ﹤0.01%
1,700
+900
1446
$72.8K ﹤0.01%
4,525
-1,000
1447
$72.6K ﹤0.01%
312
-51
1448
$72.6K ﹤0.01%
8,899
+3,018
1449
$72.4K ﹤0.01%
+7,200
1450
$71.9K ﹤0.01%
197
+80
56 57
58
59 60