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

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
1576
$53.8K ﹤0.01%
+1,359
1577
$53.7K ﹤0.01%
4,476
+3,869
1578
$53.7K ﹤0.01%
1,043
1579
$53.6K ﹤0.01%
154
+75
1580
$53.4K ﹤0.01%
1,561
+1,003
1581
$53.3K ﹤0.01%
3,524
+788
1582
$53.3K ﹤0.01%
312
-119
1583
$53.2K ﹤0.01%
2,016
+47
1584
$53.2K ﹤0.01%
1,000
-50
1585
$53.1K ﹤0.01%
295
-3
1586
$53.1K ﹤0.01%
3,430
+45
1587
$53.1K ﹤0.01%
1,014
-630
1588
$53K ﹤0.01%
595
1589
$52.9K ﹤0.01%
3,850
+100
1590
$52.8K ﹤0.01%
815
+569
1591
$52.7K ﹤0.01%
1,116
-839
1592
$52.5K ﹤0.01%
2,903
+1,250
1593
$52.4K ﹤0.01%
1,312
+7
1594
$52.3K ﹤0.01%
358
+180
1595
$52.3K ﹤0.01%
2,087
+1,240
1596
$52.2K ﹤0.01%
1,613
-513
1597
$52.1K ﹤0.01%
1,185
1598
$52.1K ﹤0.01%
9,150
1599
$51.9K ﹤0.01%
1,988
-492
1600
$51.8K ﹤0.01%
965
+165