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
1601
$51.4K ﹤0.01%
902
+222
1602
$51.1K ﹤0.01%
396
+145
1603
$51.1K ﹤0.01%
462
+100
1604
$51.1K ﹤0.01%
1,225
1605
$50.7K ﹤0.01%
5,160
+961
1606
$50.2K ﹤0.01%
1,283
+7
1607
$50.2K ﹤0.01%
3,230
+1,075
1608
$50.2K ﹤0.01%
680
-708
1609
$50K ﹤0.01%
800
+715
1610
$49.9K ﹤0.01%
816
+724
1611
$49.8K ﹤0.01%
1,783
+1,709
1612
$49.7K ﹤0.01%
367
1613
$49.6K ﹤0.01%
1,880
+262
1614
$49.6K ﹤0.01%
900
-150
1615
$49.5K ﹤0.01%
1,915
+8
1616
$49.4K ﹤0.01%
+1,000
1617
$49.2K ﹤0.01%
392
1618
$49.1K ﹤0.01%
1,938
+280
1619
$49K ﹤0.01%
3,726
+814
1620
$48.9K ﹤0.01%
962
+862
1621
$48.8K ﹤0.01%
1,437
1622
$48.7K ﹤0.01%
2,723
-1,465
1623
$48.7K ﹤0.01%
+477
1624
$48.2K ﹤0.01%
455
+345
1625
$48.1K ﹤0.01%
+337
63 64
65
66 67