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
1901
$12.1K ﹤0.01%
88
-1,330
1902
$12.1K ﹤0.01%
697
+250
1903
$12.1K ﹤0.01%
780
+25
1904
$12.1K ﹤0.01%
550
1905
$12.1K ﹤0.01%
308
1906
$12K ﹤0.01%
50
-683
1907
$12K ﹤0.01%
1,501
+200
1908
$12K ﹤0.01%
62
1909
$12K ﹤0.01%
360
1910
$12K ﹤0.01%
89
+75
1911
$11.9K ﹤0.01%
+121
1912
$11.9K ﹤0.01%
5
1913
$11.9K ﹤0.01%
1,208
+556
1914
$11.8K ﹤0.01%
903
+25
1915
$11.8K ﹤0.01%
786
1916
$11.8K ﹤0.01%
275
+122
1917
$11.7K ﹤0.01%
1,244
+404
1918
$11.7K ﹤0.01%
485
1919
$11.7K ﹤0.01%
2,900
-1,200
1920
$11.7K ﹤0.01%
497
1921
$11.7K ﹤0.01%
186
1922
$11.6K ﹤0.01%
96
-4,998
1923
$11.6K ﹤0.01%
156
-600
1924
$11.6K ﹤0.01%
156
1925
$11.6K ﹤0.01%
300