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 Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

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
1601
$24.9K ﹤0.01%
1,358
-250
1602
$24.9K ﹤0.01%
1,275
1603
$24.8K ﹤0.01%
130
-20
1604
$24.8K ﹤0.01%
453
1605
$24.8K ﹤0.01%
586
+107
1606
$24.8K ﹤0.01%
603
+400
1607
$24.6K ﹤0.01%
800
-2,150
1608
$24.5K ﹤0.01%
172
-1,371
1609
$24.5K ﹤0.01%
400
1610
$24.5K ﹤0.01%
235
+52
1611
$24.5K ﹤0.01%
1,650
1612
$24.4K ﹤0.01%
133
1613
$24.3K ﹤0.01%
964
+3
1614
$24.2K ﹤0.01%
225
+12
1615
$24.1K ﹤0.01%
895
1616
$24.1K ﹤0.01%
700
-400
1617
$24.1K ﹤0.01%
988
-981
1618
$23.9K ﹤0.01%
1,895
1619
$23.9K ﹤0.01%
1,310
1620
$23.9K ﹤0.01%
148
-3
1621
$23.8K ﹤0.01%
3,978
-14
1622
$23.7K ﹤0.01%
375
+250
1623
$23.7K ﹤0.01%
314
+14
1624
$23.7K ﹤0.01%
974
+622
1625
$23.7K ﹤0.01%
2,504
-36
63 64
65
66 67