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

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
1826
$31.2K ﹤0.01%
778
-399
1827
$31.2K ﹤0.01%
1,294
1828
$31.2K ﹤0.01%
513
+280
1829
$31.1K ﹤0.01%
785
+284
1830
$31.1K ﹤0.01%
264
-1,580
1831
$31.1K ﹤0.01%
+548
1832
$30.8K ﹤0.01%
1,358
1833
$30.6K ﹤0.01%
423
+120
1834
$30.6K ﹤0.01%
+634
1835
$30.5K ﹤0.01%
1,450
-105
1836
$30.5K ﹤0.01%
2,120
1837
$30.5K ﹤0.01%
586
+420
1838
$30.4K ﹤0.01%
900
+255
1839
$30.4K ﹤0.01%
1,000
1840
$30.3K ﹤0.01%
348
+99
1841
$30.3K ﹤0.01%
1,084
+10
1842
$30.3K ﹤0.01%
915
-208
1843
$30.2K ﹤0.01%
474
-62
1844
$30.2K ﹤0.01%
905
+230
1845
$30.1K ﹤0.01%
+1,031
1846
$30.1K ﹤0.01%
1,124
-425
1847
$30K ﹤0.01%
2,025
1848
$29.9K ﹤0.01%
700
+200
1849
$29.9K ﹤0.01%
1,139
+752
1850
$29.9K ﹤0.01%
1,650
+1,150