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
$1.53B
AUM Growth
+$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,949
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.2M
3
+$6.78M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$5.52M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.61M

Top Sells

1
+$7.39M
2
+$4.58M
3
+$4.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.51M

Sector Composition

1 Technology 12.06%
2 Healthcare 5.66%
3 Consumer Discretionary 5.21%
4 Communication Services 3.88%
5 Financials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.2M 0.14%
19,073
+713
152
$2.19M 0.14%
36,056
+9,286
153
$2.18M 0.14%
17,086
+2,303
154
$2.16M 0.14%
21,551
+15,831
155
$2.12M 0.14%
65,968
+972
156
$2.1M 0.14%
40,566
-82,453
157
$2.07M 0.14%
5,714
+45
158
$2.06M 0.13%
11,002
+492
159
$2.05M 0.13%
24,783
+2,359
160
$2.03M 0.13%
7,272
+1,121
161
$2.02M 0.13%
20,550
+8,911
162
$1.94M 0.13%
61,485
163
$1.94M 0.13%
5,305
-9
164
$1.93M 0.13%
61,220
-450
165
$1.93M 0.13%
13,241
-1,388
166
$1.88M 0.12%
6,489
+2,311
167
$1.87M 0.12%
7,725
+657
168
$1.86M 0.12%
11,864
+592
169
$1.86M 0.12%
18,968
-485
170
$1.83M 0.12%
23,957
-21,172
171
$1.82M 0.12%
12,611
+783
172
$1.81M 0.12%
128,452
-5,803
173
$1.8M 0.12%
3,315
+294
174
$1.8M 0.12%
26,074
-2,030
175
$1.79M 0.12%
84,351
-25,374
5 6
7
8 9