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
1701
$40.2K ﹤0.01%
1,614
-195
1702
$40.2K ﹤0.01%
559
+50
1703
$40.1K ﹤0.01%
4,850
-800
1704
$40K ﹤0.01%
676
-588
1705
$40K ﹤0.01%
625
+56
1706
$39.7K ﹤0.01%
861
-5,429
1707
$39.7K ﹤0.01%
265
+73
1708
$39.6K ﹤0.01%
2,200
1709
$39.6K ﹤0.01%
3,980
-1,099
1710
$39.5K ﹤0.01%
2,724
1711
$39.4K ﹤0.01%
465
-7,196
1712
$39.3K ﹤0.01%
1,772
1713
$39.2K ﹤0.01%
372
+189
1714
$39.1K ﹤0.01%
5,000
1715
$39.1K ﹤0.01%
2,623
+10
1716
$39.1K ﹤0.01%
2,912
+57
1717
$39K ﹤0.01%
301
1718
$38.6K ﹤0.01%
1,237
+8
1719
$38.6K ﹤0.01%
2,612
1720
$38.4K ﹤0.01%
1,199
1721
$38.4K ﹤0.01%
2,569
+27
1722
$38.3K ﹤0.01%
680
-132
1723
$38.3K ﹤0.01%
1,500
1724
$38.3K ﹤0.01%
3,910
+500
1725
$38.1K ﹤0.01%
380
-51
67 68
69
70 71