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
1776
$34.3K ﹤0.01%
+1,550
1777
$34.3K ﹤0.01%
540
1778
$34.3K ﹤0.01%
887
+645
1779
$34.3K ﹤0.01%
785
-275
1780
$34.2K ﹤0.01%
500
1781
$34.2K ﹤0.01%
5,478
+21
1782
$33.9K ﹤0.01%
672
+518
1783
$33.9K ﹤0.01%
334
+71
1784
$33.9K ﹤0.01%
479
+50
1785
$33.9K ﹤0.01%
918
-400
1786
$33.8K ﹤0.01%
1,802
+56
1787
$33.8K ﹤0.01%
2,689
+899
1788
$33.8K ﹤0.01%
1,206
+18
1789
$33.6K ﹤0.01%
1,330
+907
1790
$33.5K ﹤0.01%
5,027
-10
1791
$33.4K ﹤0.01%
3,000
1792
$33.4K ﹤0.01%
620
-200
1793
$33.3K ﹤0.01%
2,100
-50
1794
$33.1K ﹤0.01%
1,531
-77
1795
$33K ﹤0.01%
1,300
+250
1796
$33K ﹤0.01%
807
+670
1797
$32.9K ﹤0.01%
183
-29
1798
$32.9K ﹤0.01%
712
-45
1799
$32.8K ﹤0.01%
364
-77
1800
$32.8K ﹤0.01%
788
+569
70 71
72
73 74