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
1451
$35.7K ﹤0.01%
1,272
1452
$35.6K ﹤0.01%
2,724
1453
$35.6K ﹤0.01%
1,061
+2
1454
$35.5K ﹤0.01%
800
+700
1455
$35.4K ﹤0.01%
6,500
+6,000
1456
$35.4K ﹤0.01%
1,653
+749
1457
$35.4K ﹤0.01%
2,159
+1,330
1458
$35.3K ﹤0.01%
1,565
-175
1459
$35.2K ﹤0.01%
151
+53
1460
$34.9K ﹤0.01%
5,570
-405
1461
$34.7K ﹤0.01%
5,767
+4,700
1462
$34.7K ﹤0.01%
2,200
1463
$34.6K ﹤0.01%
618
+28
1464
$34.3K ﹤0.01%
1,400
1465
$34.3K ﹤0.01%
987
-457
1466
$34.1K ﹤0.01%
5,729
-58
1467
$33.9K ﹤0.01%
586
-97
1468
$33.8K ﹤0.01%
5,954
+4,500
1469
$33.8K ﹤0.01%
561
+3
1470
$33.8K ﹤0.01%
4,079
1471
$33.6K ﹤0.01%
14,014
+36
1472
$33.6K ﹤0.01%
1,199
+168
1473
$33.6K ﹤0.01%
542
-100
1474
$33.3K ﹤0.01%
244
+90
1475
$33.2K ﹤0.01%
650