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 Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

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
126
$2.86M 0.16%
28,038
+2,144
127
$2.8M 0.16%
47,072
+284
128
$2.74M 0.16%
33,125
+8,342
129
$2.74M 0.16%
149,758
+4,797
130
$2.73M 0.16%
15,501
+1,178
131
$2.66M 0.15%
16,039
+6,617
132
$2.62M 0.15%
108,761
-5,770
133
$2.61M 0.15%
40,992
+4,936
134
$2.52M 0.15%
69,040
+7,820
135
$2.51M 0.14%
5,694
-20
136
$2.51M 0.14%
67,715
+330
137
$2.51M 0.14%
41,138
-5,577
138
$2.5M 0.14%
10,346
-2,319
139
$2.49M 0.14%
64,526
+1,492
140
$2.49M 0.14%
72,616
+534
141
$2.46M 0.14%
62,439
+56,255
142
$2.43M 0.14%
14,725
+799
143
$2.42M 0.14%
35,518
+4
144
$2.41M 0.14%
19,227
+259
145
$2.39M 0.14%
12,539
+675
146
$2.38M 0.14%
46,628
+38
147
$2.37M 0.14%
71,509
-11,045
148
$2.34M 0.14%
32,548
+965
149
$2.33M 0.13%
40,040
+32,900
150
$2.33M 0.13%
15,130
+1,889
4 5
6
7 8