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
1801
$15.9K ﹤0.01%
33
-155
1802
$15.8K ﹤0.01%
408
1803
$15.8K ﹤0.01%
2,020
-91
1804
$15.8K ﹤0.01%
929
1805
$15.8K ﹤0.01%
+200
1806
$15.8K ﹤0.01%
800
1807
$15.7K ﹤0.01%
1,000
1808
$15.6K ﹤0.01%
3,150
1809
$15.3K ﹤0.01%
472
+152
1810
$15.3K ﹤0.01%
665
-1,023
1811
$15.2K ﹤0.01%
317
1812
$15.2K ﹤0.01%
+3,000
1813
$15.2K ﹤0.01%
160
+79
1814
$15.2K ﹤0.01%
444
1815
$15.2K ﹤0.01%
+500
1816
$15.1K ﹤0.01%
1,275
+25
1817
$15.1K ﹤0.01%
1,950
1818
$15.1K ﹤0.01%
342
+33
1819
$15.1K ﹤0.01%
1,510
1820
$15.1K ﹤0.01%
+575
1821
$15.1K ﹤0.01%
96
-3
1822
$15K ﹤0.01%
295
-11
1823
$15K ﹤0.01%
1,402
1824
$15K ﹤0.01%
134
+9
1825
$15K ﹤0.01%
1,043
+485
71 72
73
74 75