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
1676
$21.1K ﹤0.01%
+4,000
1677
$20.9K ﹤0.01%
1,035
1678
$20.8K ﹤0.01%
680
+80
1679
$20.8K ﹤0.01%
3,000
1680
$20.8K ﹤0.01%
6,506
+636
1681
$20.8K ﹤0.01%
2,230
-12,880
1682
$20.7K ﹤0.01%
750
+250
1683
$20.7K ﹤0.01%
745
1684
$20.7K ﹤0.01%
1,283
+167
1685
$20.6K ﹤0.01%
391
1686
$20.6K ﹤0.01%
322
1687
$20.6K ﹤0.01%
638
1688
$20.6K ﹤0.01%
1,403
-27
1689
$20.6K ﹤0.01%
647
1690
$20.4K ﹤0.01%
21
-3
1691
$20.4K ﹤0.01%
1,584
-1,821
1692
$20.3K ﹤0.01%
656
+18
1693
$20.3K ﹤0.01%
+800
1694
$20.3K ﹤0.01%
125
1695
$20.2K ﹤0.01%
492
1696
$20.2K ﹤0.01%
+348
1697
$20.1K ﹤0.01%
1,000
1698
$20.1K ﹤0.01%
915
-500
1699
$20.1K ﹤0.01%
650
1700
$20K ﹤0.01%
1,025