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 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
1776
$16.6K ﹤0.01%
+410
1777
$16.6K ﹤0.01%
1,180
1778
$16.6K ﹤0.01%
110
-18
1779
$16.5K ﹤0.01%
750
1780
$16.5K ﹤0.01%
140
1781
$16.5K ﹤0.01%
539
-448
1782
$16.4K ﹤0.01%
49
+8
1783
$16.4K ﹤0.01%
472
-110
1784
$16.4K ﹤0.01%
450
1785
$16.3K ﹤0.01%
1,245
1786
$16.2K ﹤0.01%
504
1787
$16.2K ﹤0.01%
414
-22
1788
$16.2K ﹤0.01%
670
1789
$16.2K ﹤0.01%
5,085
+100
1790
$16.1K ﹤0.01%
1,800
1791
$16.1K ﹤0.01%
205
+100
1792
$16.1K ﹤0.01%
500
1793
$16K ﹤0.01%
246
1794
$16K ﹤0.01%
284
+30
1795
$16K ﹤0.01%
365
1796
$16K ﹤0.01%
4,079
+4,000
1797
$16K ﹤0.01%
1,355
1798
$16K ﹤0.01%
1,557
1799
$16K ﹤0.01%
155
+135
1800
$15.9K ﹤0.01%
1,035