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

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
1451
$71.9K ﹤0.01%
969
-344
1452
$71.7K ﹤0.01%
+1,967
1453
$71.3K ﹤0.01%
257
-26
1454
$71.1K ﹤0.01%
638
-810
1455
$70.6K ﹤0.01%
322
+116
1456
$70.5K ﹤0.01%
6,840
1457
$70.5K ﹤0.01%
3,090
1458
$70.3K ﹤0.01%
120
-1
1459
$70.3K ﹤0.01%
2,081
+896
1460
$69.8K ﹤0.01%
718
1461
$69.6K ﹤0.01%
890
1462
$69.6K ﹤0.01%
912
+790
1463
$69.5K ﹤0.01%
1,772
+187
1464
$69.5K ﹤0.01%
4,688
+1,670
1465
$69.4K ﹤0.01%
1,672
+1,221
1466
$69.3K ﹤0.01%
826
1467
$69.3K ﹤0.01%
7,300
-13
1468
$68.8K ﹤0.01%
+2,850
1469
$68.3K ﹤0.01%
1,380
1470
$68K ﹤0.01%
+7,750
1471
$67.9K ﹤0.01%
+10,000
1472
$67.9K ﹤0.01%
1,765
+1,126
1473
$67.8K ﹤0.01%
2,670
-400
1474
$67.7K ﹤0.01%
3,060
+1,922
1475
$67.4K ﹤0.01%
721
+1