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
1751
$35.9K ﹤0.01%
2,647
+250
1752
$35.9K ﹤0.01%
475
+275
1753
$35.9K ﹤0.01%
604
+412
1754
$35.9K ﹤0.01%
4,079
1755
$35.6K ﹤0.01%
+70
1756
$35.6K ﹤0.01%
1,356
+1,023
1757
$35.5K ﹤0.01%
1,794
-308
1758
$35.4K ﹤0.01%
14,000
1759
$35.4K ﹤0.01%
1,400
1760
$35.3K ﹤0.01%
2,054
1761
$35.3K ﹤0.01%
169
-1,679
1762
$35.3K ﹤0.01%
783
1763
$35.3K ﹤0.01%
2,050
+200
1764
$35K ﹤0.01%
303
-2
1765
$34.8K ﹤0.01%
734
+576
1766
$34.8K ﹤0.01%
4,079
1767
$34.8K ﹤0.01%
856
+15
1768
$34.7K ﹤0.01%
437
-654
1769
$34.7K ﹤0.01%
1,304
+95
1770
$34.7K ﹤0.01%
183
1771
$34.6K ﹤0.01%
2,161
+999
1772
$34.6K ﹤0.01%
458
+98
1773
$34.5K ﹤0.01%
629
-5,389
1774
$34.4K ﹤0.01%
204
1775
$34.4K ﹤0.01%
1,177
+200
69 70
71
72 73