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
1826
$14.9K ﹤0.01%
366
1827
$14.9K ﹤0.01%
1,477
1828
$14.9K ﹤0.01%
500
-1,000
1829
$14.8K ﹤0.01%
+25
1830
$14.8K ﹤0.01%
880
1831
$14.7K ﹤0.01%
655
+200
1832
$14.7K ﹤0.01%
681
+10
1833
$14.7K ﹤0.01%
1,712
+45
1834
$14.7K ﹤0.01%
1,800
-250
1835
$14.7K ﹤0.01%
180
1836
$14.7K ﹤0.01%
650
1837
$14.6K ﹤0.01%
103
+70
1838
$14.6K ﹤0.01%
149
+32
1839
$14.5K ﹤0.01%
1,733
1840
$14.5K ﹤0.01%
762
1841
$14.5K ﹤0.01%
169
-9
1842
$14.4K ﹤0.01%
1,277
+25
1843
$14.4K ﹤0.01%
390
1844
$14.4K ﹤0.01%
460
1845
$14.4K ﹤0.01%
734
-1,379
1846
$14.2K ﹤0.01%
300
1847
$14.2K ﹤0.01%
735
-1,329
1848
$14.1K ﹤0.01%
112
+38
1849
$13.9K ﹤0.01%
1,600
1850
$13.8K ﹤0.01%
500
72 73
74
75 76