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
1876
$28.4K ﹤0.01%
4,660
+91
1877
$28.3K ﹤0.01%
+550
1878
$28.2K ﹤0.01%
1,292
+277
1879
$28.1K ﹤0.01%
1,079
+260
1880
$28.1K ﹤0.01%
691
1881
$28.1K ﹤0.01%
699
+4
1882
$28.1K ﹤0.01%
267
1883
$28.1K ﹤0.01%
221
+123
1884
$28K ﹤0.01%
608
+5
1885
$27.8K ﹤0.01%
517
1886
$27.8K ﹤0.01%
258
1887
$27.7K ﹤0.01%
415
+25
1888
$27.6K ﹤0.01%
184
+52
1889
$27.5K ﹤0.01%
435
+262
1890
$27.5K ﹤0.01%
369
+9
1891
$27.4K ﹤0.01%
1,651
1892
$27.4K ﹤0.01%
3,009
+1,933
1893
$27.3K ﹤0.01%
1,035
1894
$27.3K ﹤0.01%
152
+44
1895
$27.3K ﹤0.01%
753
+750
1896
$27.2K ﹤0.01%
670
-2,704
1897
$27.1K ﹤0.01%
331
-12
1898
$27.1K ﹤0.01%
1,000
+45
1899
$27.1K ﹤0.01%
2,446
+689
1900
$27.1K ﹤0.01%
563