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
1926
$25.8K ﹤0.01%
261
+6
1927
$25.7K ﹤0.01%
302
1928
$25.7K ﹤0.01%
1,010
+510
1929
$25.7K ﹤0.01%
501
-65
1930
$25.7K ﹤0.01%
1,230
-1,371
1931
$25.6K ﹤0.01%
560
+534
1932
$25.6K ﹤0.01%
278
+240
1933
$25.6K ﹤0.01%
236
+150
1934
$25.5K ﹤0.01%
885
-535
1935
$25.5K ﹤0.01%
843
1936
$25.4K ﹤0.01%
880
-770
1937
$25.2K ﹤0.01%
300
+100
1938
$25.2K ﹤0.01%
1,830
+217
1939
$25.2K ﹤0.01%
1,462
1940
$25.1K ﹤0.01%
788
+41
1941
$25K ﹤0.01%
385
+74
1942
$24.9K ﹤0.01%
3,659
-721
1943
$24.8K ﹤0.01%
572
+206
1944
$24.8K ﹤0.01%
400
+195
1945
$24.7K ﹤0.01%
5,675
-2,193
1946
$24.7K ﹤0.01%
3,410
1947
$24.7K ﹤0.01%
303
+153
1948
$24.6K ﹤0.01%
+109
1949
$24.6K ﹤0.01%
10,599
+10,500
1950
$24.6K ﹤0.01%
1,092
+1
76 77
78
79 80