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
1476
$67.2K ﹤0.01%
681
1477
$67.1K ﹤0.01%
317
+70
1478
$67K ﹤0.01%
974
+327
1479
$67K ﹤0.01%
337
-1
1480
$66.9K ﹤0.01%
161
-77
1481
$66.5K ﹤0.01%
+1,285
1482
$66.4K ﹤0.01%
1,083
-420
1483
$66.4K ﹤0.01%
580
+151
1484
$66.4K ﹤0.01%
1,084
-536
1485
$66.1K ﹤0.01%
675
+210
1486
$65.9K ﹤0.01%
5,000
1487
$65K ﹤0.01%
518
+59
1488
$64.8K ﹤0.01%
1,300
1489
$64.8K ﹤0.01%
624
+594
1490
$64.5K ﹤0.01%
1,000
-1,000
1491
$64.5K ﹤0.01%
3,630
+2,699
1492
$64.5K ﹤0.01%
520
+115
1493
$64.3K ﹤0.01%
1,689
+1,298
1494
$64.1K ﹤0.01%
608
+10
1495
$63.9K ﹤0.01%
303
+5
1496
$63.7K ﹤0.01%
3,300
+2,300
1497
$63.6K ﹤0.01%
3,138
+1,378
1498
$63.6K ﹤0.01%
700
1499
$63.5K ﹤0.01%
1,746
1500
$63.5K ﹤0.01%
7,481
-11,670
58 59
60
61 62