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
1851
$29.8K ﹤0.01%
947
1852
$29.7K ﹤0.01%
3,801
1853
$29.6K ﹤0.01%
441
1854
$29.6K ﹤0.01%
354
+5
1855
$29.5K ﹤0.01%
251
+51
1856
$29.5K ﹤0.01%
311
+50
1857
$29.4K ﹤0.01%
613
+483
1858
$29.2K ﹤0.01%
486
+67
1859
$29.2K ﹤0.01%
329
+98
1860
$29.1K ﹤0.01%
2,451
+35
1861
$29.1K ﹤0.01%
425
-3
1862
$29.1K ﹤0.01%
177
-5,402
1863
$29.1K ﹤0.01%
700
1864
$29K ﹤0.01%
427
1865
$29K ﹤0.01%
219
+73
1866
$29K ﹤0.01%
824
+516
1867
$29K ﹤0.01%
560
1868
$29K ﹤0.01%
346
+14
1869
$29K ﹤0.01%
413
-2,500
1870
$28.9K ﹤0.01%
955
+357
1871
$28.9K ﹤0.01%
800
1872
$28.9K ﹤0.01%
433
-5,087
1873
$28.9K ﹤0.01%
39
1874
$28.5K ﹤0.01%
900
-650
1875
$28.4K ﹤0.01%
831
+148
73 74
75
76 77