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 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
1651
$22.4K ﹤0.01%
402
1652
$22.3K ﹤0.01%
500
1653
$22.3K ﹤0.01%
778
+527
1654
$22.3K ﹤0.01%
2,045
1655
$22.2K ﹤0.01%
910
1656
$22.1K ﹤0.01%
545
+233
1657
$22.1K ﹤0.01%
327
+223
1658
$22K ﹤0.01%
313
-59
1659
$22K ﹤0.01%
2,040
1660
$21.9K ﹤0.01%
+427
1661
$21.9K ﹤0.01%
+1,000
1662
$21.8K ﹤0.01%
640
+124
1663
$21.7K ﹤0.01%
227
-7
1664
$21.6K ﹤0.01%
499
+300
1665
$21.6K ﹤0.01%
404
-15,145
1666
$21.5K ﹤0.01%
364
+264
1667
$21.5K ﹤0.01%
1,179
-154
1668
$21.5K ﹤0.01%
120
+80
1669
$21.4K ﹤0.01%
250
1670
$21.3K ﹤0.01%
757
-2,385
1671
$21.3K ﹤0.01%
627
-1,814
1672
$21.3K ﹤0.01%
700
1673
$21.2K ﹤0.01%
1,950
+950
1674
$21.2K ﹤0.01%
261
1675
$21.1K ﹤0.01%
360