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 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
1526
$29.1K ﹤0.01%
1,044
+2
1527
$28.9K ﹤0.01%
3,000
1528
$28.9K ﹤0.01%
+1,500
1529
$28.8K ﹤0.01%
1,188
+14
1530
$28.7K ﹤0.01%
2,665
1531
$28.6K ﹤0.01%
362
+126
1532
$28.5K ﹤0.01%
1,343
1533
$28.5K ﹤0.01%
422
1534
$28.5K ﹤0.01%
1,783
-900
1535
$28.4K ﹤0.01%
223
+62
1536
$28.2K ﹤0.01%
867
-19,644
1537
$28.2K ﹤0.01%
1,385
-80
1538
$28.1K ﹤0.01%
225
1539
$28.1K ﹤0.01%
431
+181
1540
$28K ﹤0.01%
301
1541
$28K ﹤0.01%
1,520
1542
$27.9K ﹤0.01%
762
1543
$27.9K ﹤0.01%
841
1544
$27.9K ﹤0.01%
462
-2,023
1545
$27.9K ﹤0.01%
3,300
1546
$27.8K ﹤0.01%
1,961
-12
1547
$27.8K ﹤0.01%
220
+120
1548
$27.8K ﹤0.01%
562
+9
1549
$27.7K ﹤0.01%
2,324
+329
1550
$27.6K ﹤0.01%
+3,000