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
1626
$48K ﹤0.01%
1,596
+23
1627
$48K ﹤0.01%
+2,800
1628
$48K ﹤0.01%
421
+371
1629
$47.9K ﹤0.01%
1,995
1630
$47.5K ﹤0.01%
1,929
+991
1631
$47.5K ﹤0.01%
996
1632
$47.4K ﹤0.01%
+3,440
1633
$47.2K ﹤0.01%
181
+51
1634
$46.9K ﹤0.01%
6,500
1635
$46.6K ﹤0.01%
1,272
1636
$46.3K ﹤0.01%
3,644
-84
1637
$46.2K ﹤0.01%
1,438
+700
1638
$45.8K ﹤0.01%
4,000
1639
$45.7K ﹤0.01%
1,514
+95
1640
$45.7K ﹤0.01%
218
+87
1641
$45.6K ﹤0.01%
13
-12
1642
$45.5K ﹤0.01%
1,715
+1,040
1643
$45.3K ﹤0.01%
1,946
+1,446
1644
$45.2K ﹤0.01%
1,207
1645
$45.2K ﹤0.01%
771
1646
$45.2K ﹤0.01%
362
-1,992
1647
$45.1K ﹤0.01%
928
1648
$45K ﹤0.01%
1,184
+300
1649
$45K ﹤0.01%
322
+84
1650
$44.5K ﹤0.01%
1,136
64 65
66
67 68