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
1551
$58K ﹤0.01%
1,100
1552
$57.9K ﹤0.01%
709
+49
1553
$57.6K ﹤0.01%
1,131
1554
$57.5K ﹤0.01%
1,525
+50
1555
$57.4K ﹤0.01%
1,241
+76
1556
$57.3K ﹤0.01%
1,012
+717
1557
$57.3K ﹤0.01%
14,469
+259
1558
$57K ﹤0.01%
3,346
+30
1559
$56.9K ﹤0.01%
1,734
+67
1560
$56.9K ﹤0.01%
3,000
1561
$56.6K ﹤0.01%
3,303
-3,478
1562
$56.3K ﹤0.01%
2,410
1563
$56.2K ﹤0.01%
1,080
+104
1564
$55.7K ﹤0.01%
6,282
+225
1565
$55.6K ﹤0.01%
9,351
1566
$55.6K ﹤0.01%
3,650
1567
$55.6K ﹤0.01%
2,080
+370
1568
$55.5K ﹤0.01%
795
-73
1569
$54.8K ﹤0.01%
+2,750
1570
$54.7K ﹤0.01%
1,170
-60
1571
$54.4K ﹤0.01%
3,098
+250
1572
$54.3K ﹤0.01%
2,065
+19
1573
$54.1K ﹤0.01%
1,244
+334
1574
$54.1K ﹤0.01%
1,645
+3
1575
$53.8K ﹤0.01%
4,000
61 62
63
64 65