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 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
1876
$12.9K ﹤0.01%
1,810
+1
1877
$12.8K ﹤0.01%
382
-50
1878
$12.8K ﹤0.01%
1,086
1879
$12.8K ﹤0.01%
943
1880
$12.8K ﹤0.01%
460
+144
1881
$12.7K ﹤0.01%
+494
1882
$12.7K ﹤0.01%
911
-4,710
1883
$12.7K ﹤0.01%
+500
1884
$12.7K ﹤0.01%
13,518
+13,504
1885
$12.6K ﹤0.01%
1,173
-1,402
1886
$12.6K ﹤0.01%
1,800
1887
$12.6K ﹤0.01%
166
1888
$12.5K ﹤0.01%
575
1889
$12.5K ﹤0.01%
4,566
1890
$12.5K ﹤0.01%
848
+700
1891
$12.4K ﹤0.01%
453
+418
1892
$12.3K ﹤0.01%
183
1893
$12.3K ﹤0.01%
3,000
-1,000
1894
$12.3K ﹤0.01%
1,058
+55
1895
$12.3K ﹤0.01%
500
1896
$12.3K ﹤0.01%
385
1897
$12.2K ﹤0.01%
3
1898
$12.2K ﹤0.01%
152
+38
1899
$12.2K ﹤0.01%
165
+138
1900
$12.2K ﹤0.01%
1,072
+45