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
1651
$44.5K ﹤0.01%
784
+1
1652
$44.4K ﹤0.01%
333
+152
1653
$44.4K ﹤0.01%
888
+655
1654
$44.4K ﹤0.01%
180
1655
$44.3K ﹤0.01%
1,533
+2
1656
$44.3K ﹤0.01%
3,227
+24
1657
$44.2K ﹤0.01%
1,166
1658
$44K ﹤0.01%
820
+360
1659
$44K ﹤0.01%
241
+16
1660
$43.6K ﹤0.01%
745
1661
$43.6K ﹤0.01%
927
+282
1662
$43.5K ﹤0.01%
535
-20
1663
$43.5K ﹤0.01%
53
1664
$43.5K ﹤0.01%
1,435
+400
1665
$43.4K ﹤0.01%
472
+69
1666
$43.3K ﹤0.01%
288
1667
$43.1K ﹤0.01%
217
1668
$43K ﹤0.01%
766
1669
$42.7K ﹤0.01%
1,310
1670
$42.7K ﹤0.01%
472
-12
1671
$42.7K ﹤0.01%
1,060
+285
1672
$42.7K ﹤0.01%
746
-24
1673
$42.7K ﹤0.01%
185
+67
1674
$42.5K ﹤0.01%
1,275
+350
1675
$42.4K ﹤0.01%
+860
65 66
67
68 69