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
1501
$30.8K ﹤0.01%
5,401
-51
1502
$30.6K ﹤0.01%
1,623
+1,472
1503
$30.5K ﹤0.01%
2,441
+690
1504
$30.4K ﹤0.01%
442
-64
1505
$30.4K ﹤0.01%
2,603
+11
1506
$30.4K ﹤0.01%
287
+116
1507
$30.4K ﹤0.01%
2,000
1508
$30.3K ﹤0.01%
979
+344
1509
$30.2K ﹤0.01%
3,769
-375
1510
$30.1K ﹤0.01%
1,000
1511
$30K ﹤0.01%
3,574
+150
1512
$30K ﹤0.01%
745
+355
1513
$29.9K ﹤0.01%
900
+3
1514
$29.8K ﹤0.01%
801
-2,125
1515
$29.8K ﹤0.01%
812
+200
1516
$29.7K ﹤0.01%
947
1517
$29.7K ﹤0.01%
602
+335
1518
$29.5K ﹤0.01%
367
1519
$29.5K ﹤0.01%
1,629
+172
1520
$29.4K ﹤0.01%
3,210
1521
$29.3K ﹤0.01%
+300
1522
$29.2K ﹤0.01%
+1,900
1523
$29.2K ﹤0.01%
305
1524
$29.1K ﹤0.01%
1,187
+170
1525
$29.1K ﹤0.01%
1,646
+84
59 60
61
62 63