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
1701
$19.9K ﹤0.01%
1,034
-18
1702
$19.8K ﹤0.01%
2,202
-442
1703
$19.8K ﹤0.01%
344
+12
1704
$19.8K ﹤0.01%
500
-1,000
1705
$19.8K ﹤0.01%
1,128
-291
1706
$19.7K ﹤0.01%
424
-395
1707
$19.7K ﹤0.01%
1,462
1708
$19.6K ﹤0.01%
362
+147
1709
$19.6K ﹤0.01%
478
1710
$19.5K ﹤0.01%
389
+62
1711
$19.5K ﹤0.01%
2,275
+1,523
1712
$19.4K ﹤0.01%
335
-940
1713
$19.3K ﹤0.01%
2,040
-450
1714
$19.3K ﹤0.01%
791
-2,002
1715
$19.2K ﹤0.01%
533
1716
$19.1K ﹤0.01%
850
1717
$19.1K ﹤0.01%
300
1718
$19.1K ﹤0.01%
1,087
+17
1719
$18.8K ﹤0.01%
358
+100
1720
$18.8K ﹤0.01%
2,930
1721
$18.8K ﹤0.01%
446
+1
1722
$18.7K ﹤0.01%
+2,117
1723
$18.6K ﹤0.01%
701
+9
1724
$18.5K ﹤0.01%
222
-183
1725
$18.5K ﹤0.01%
1,068