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 Buys

1
+$13.8M
2
+$6.4M
3
+$5.39M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$4.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.5M

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
1926
$11.6K ﹤0.01%
230
1927
$11.5K ﹤0.01%
593
+1
1928
$11.5K ﹤0.01%
700
1929
$11.5K ﹤0.01%
109
-399
1930
$11.5K ﹤0.01%
132
-15
1931
$11.4K ﹤0.01%
250
1932
$11.4K ﹤0.01%
776
1933
$11.4K ﹤0.01%
200
1934
$11.4K ﹤0.01%
690
1935
$11.4K ﹤0.01%
931
-500
1936
$11.3K ﹤0.01%
270
1937
$11.3K ﹤0.01%
62
-149
1938
$11.3K ﹤0.01%
1,540
1939
$11.2K ﹤0.01%
+225
1940
$11.2K ﹤0.01%
449
-200
1941
$11.2K ﹤0.01%
+293
1942
$11.2K ﹤0.01%
1,400
1943
$11.1K ﹤0.01%
765
1944
$11.1K ﹤0.01%
650
+500
1945
$11.1K ﹤0.01%
400
1946
$11K ﹤0.01%
471
+8
1947
$11K ﹤0.01%
116
-39
1948
$11K ﹤0.01%
575
-15,635
1949
$11K ﹤0.01%
423
-2,452
1950
$11K ﹤0.01%
195
-301
76 77
78
79 80