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
1901
$27.1K ﹤0.01%
759
+487
1902
$27.1K ﹤0.01%
1,527
+95
1903
$27K ﹤0.01%
490
1904
$27K ﹤0.01%
1,950
1905
$26.9K ﹤0.01%
364
+232
1906
$26.8K ﹤0.01%
+408
1907
$26.8K ﹤0.01%
259
+194
1908
$26.7K ﹤0.01%
+1,251
1909
$26.6K ﹤0.01%
1,126
+1,041
1910
$26.6K ﹤0.01%
638
+605
1911
$26.5K ﹤0.01%
416
-74
1912
$26.5K ﹤0.01%
+300
1913
$26.5K ﹤0.01%
2,040
1914
$26.5K ﹤0.01%
350
1915
$26.3K ﹤0.01%
725
+387
1916
$26.3K ﹤0.01%
147
+58
1917
$26.3K ﹤0.01%
689
-272
1918
$26.2K ﹤0.01%
700
1919
$26.1K ﹤0.01%
240
+82
1920
$26.1K ﹤0.01%
+474
1921
$26K ﹤0.01%
1,000
1922
$25.9K ﹤0.01%
596
-15,979
1923
$25.8K ﹤0.01%
+628
1924
$25.8K ﹤0.01%
5,300
+700
1925
$25.8K ﹤0.01%
508
+213
75 76
77
78 79