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 Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

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
151
$2.33M 0.13%
7,811
+86
152
$2.28M 0.13%
35,205
+24,411
153
$2.28M 0.13%
37,202
-3,498
154
$2.27M 0.13%
154,146
+25,694
155
$2.27M 0.13%
28,432
+2,358
156
$2.24M 0.13%
44,637
-15,540
157
$2.23M 0.13%
19,164
+91
158
$2.19M 0.13%
36,244
+9,979
159
$2.11M 0.12%
61,485
160
$2.11M 0.12%
5,358
+1,258
161
$2.11M 0.12%
9,780
+356
162
$2.1M 0.12%
31,835
-12,138
163
$2.07M 0.12%
60,800
-5,168
164
$2.07M 0.12%
13,976
-903
165
$2.06M 0.12%
12,516
-95
166
$2.06M 0.12%
52,245
-814
167
$2.04M 0.12%
36,091
+33,543
168
$2.04M 0.12%
96,242
+11,891
169
$2.02M 0.12%
5,279
-26
170
$2.02M 0.12%
29,351
+894
171
$2.02M 0.12%
25,007
172
$2.01M 0.12%
9,586
+1,457
173
$2.01M 0.12%
43,532
+1,875
174
$1.98M 0.11%
24,554
+597
175
$1.97M 0.11%
6,555
+62
5 6
7
8 9