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
1501
$63.5K ﹤0.01%
3,658
1502
$63.4K ﹤0.01%
+4,000
1503
$63.4K ﹤0.01%
377
+150
1504
$63.3K ﹤0.01%
2,800
1505
$63.2K ﹤0.01%
875
+26
1506
$63.2K ﹤0.01%
5,168
+17
1507
$63.1K ﹤0.01%
2,587
+1,750
1508
$63.1K ﹤0.01%
+3,941
1509
$63K ﹤0.01%
+2,200
1510
$63K ﹤0.01%
868
+365
1511
$63K ﹤0.01%
+200
1512
$62.9K ﹤0.01%
+2,886
1513
$62.8K ﹤0.01%
4,279
+48
1514
$62.7K ﹤0.01%
7,302
+802
1515
$62.5K ﹤0.01%
1,278
+80
1516
$62.5K ﹤0.01%
375
1517
$62.5K ﹤0.01%
2,818
1518
$62.5K ﹤0.01%
5,108
+469
1519
$62.3K ﹤0.01%
2,234
-207
1520
$62.2K ﹤0.01%
10,923
+10,900
1521
$62.2K ﹤0.01%
1,653
+67
1522
$62.1K ﹤0.01%
1,196
+196
1523
$62K ﹤0.01%
+1,710
1524
$61.8K ﹤0.01%
2,686
1525
$61.8K ﹤0.01%
+1,400
59 60
61
62 63