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
1751
$17.5K ﹤0.01%
447
+179
1752
$17.5K ﹤0.01%
683
1753
$17.5K ﹤0.01%
500
1754
$17.4K ﹤0.01%
828
-136
1755
$17.4K ﹤0.01%
1,360
+484
1756
$17.4K ﹤0.01%
+1,067
1757
$17.4K ﹤0.01%
812
1758
$17.4K ﹤0.01%
95
1759
$17.4K ﹤0.01%
118
1760
$17.3K ﹤0.01%
510
1761
$17K ﹤0.01%
3,025
1762
$17K ﹤0.01%
900
+100
1763
$17K ﹤0.01%
1,018
+840
1764
$16.9K ﹤0.01%
2,828
-100
1765
$16.8K ﹤0.01%
660
+393
1766
$16.8K ﹤0.01%
1,759
1767
$16.8K ﹤0.01%
3,000
1768
$16.8K ﹤0.01%
357
+98
1769
$16.8K ﹤0.01%
2,998
1770
$16.8K ﹤0.01%
188
-20
1771
$16.8K ﹤0.01%
3,102
+1,089
1772
$16.7K ﹤0.01%
1,899
1773
$16.7K ﹤0.01%
1,750
1774
$16.7K ﹤0.01%
1,100
+300
1775
$16.7K ﹤0.01%
440
69 70
71
72 73