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
1526
$61.7K ﹤0.01%
2,608
+14
1527
$61.6K ﹤0.01%
836
+103
1528
$61.1K ﹤0.01%
2,300
1529
$61K ﹤0.01%
868
+146
1530
$60.9K ﹤0.01%
678
1531
$60.9K ﹤0.01%
1,585
+456
1532
$60.8K ﹤0.01%
1,617
+1,367
1533
$60.7K ﹤0.01%
10,600
+5,850
1534
$60.6K ﹤0.01%
406
-135
1535
$60.2K ﹤0.01%
1,258
-8,483
1536
$60.2K ﹤0.01%
2,000
-150
1537
$60.1K ﹤0.01%
221
+3
1538
$60K ﹤0.01%
813
+100
1539
$59.9K ﹤0.01%
1,300
1540
$59.8K ﹤0.01%
710
-1,346
1541
$59.8K ﹤0.01%
4,087
+2,277
1542
$59.6K ﹤0.01%
3,103
+2,371
1543
$59.6K ﹤0.01%
2,033
+733
1544
$59.3K ﹤0.01%
1,764
1545
$58.9K ﹤0.01%
1,542
+50
1546
$58.5K ﹤0.01%
740
-95
1547
$58.3K ﹤0.01%
310
+49
1548
$58.2K ﹤0.01%
2,844
-254
1549
$58.1K ﹤0.01%
1,479
+8
1550
$58.1K ﹤0.01%
149
+16
60 61
62
63 64