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
1726
$38K ﹤0.01%
1,169
1727
$37.8K ﹤0.01%
1,735
1728
$37.6K ﹤0.01%
2,126
+1,004
1729
$37.4K ﹤0.01%
753
+85
1730
$37.4K ﹤0.01%
162
-32
1731
$37.3K ﹤0.01%
1,295
+172
1732
$37.3K ﹤0.01%
151
-262
1733
$37.3K ﹤0.01%
+545
1734
$37.2K ﹤0.01%
1,500
-100
1735
$37.2K ﹤0.01%
493
-8,473
1736
$37.2K ﹤0.01%
2,240
1737
$37.1K ﹤0.01%
1,173
+89
1738
$37K ﹤0.01%
2,276
+341
1739
$37K ﹤0.01%
+967
1740
$36.9K ﹤0.01%
1,798
+792
1741
$36.9K ﹤0.01%
+1,170
1742
$36.9K ﹤0.01%
1,000
1743
$36.8K ﹤0.01%
187
+119
1744
$36.7K ﹤0.01%
175
+2
1745
$36.4K ﹤0.01%
574
+183
1746
$36.4K ﹤0.01%
1,991
+972
1747
$36.1K ﹤0.01%
425
1748
$36.1K ﹤0.01%
1,500
-225
1749
$36K ﹤0.01%
650
1750
$36K ﹤0.01%
547
+2
68 69
70
71 72