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
1951
$10.9K ﹤0.01%
+127
1952
$10.8K ﹤0.01%
413
1953
$10.7K ﹤0.01%
2,000
+400
1954
$10.7K ﹤0.01%
+289
1955
$10.7K ﹤0.01%
275
-3,928
1956
$10.6K ﹤0.01%
555
+55
1957
$10.6K ﹤0.01%
2,500
1958
$10.5K ﹤0.01%
100
+16
1959
$10.5K ﹤0.01%
150
1960
$10.5K ﹤0.01%
246
1961
$10.5K ﹤0.01%
1,521
1962
$10.4K ﹤0.01%
376
1963
$10.4K ﹤0.01%
712
-146
1964
$10.4K ﹤0.01%
220
+34
1965
$10.4K ﹤0.01%
222
+15
1966
$10.4K ﹤0.01%
550
1967
$10.3K ﹤0.01%
1,800
+1,182
1968
$10.3K ﹤0.01%
+74
1969
$10.3K ﹤0.01%
368
+150
1970
$10.2K ﹤0.01%
100
1971
$10.1K ﹤0.01%
110
1972
$10.1K ﹤0.01%
500
1973
$10.1K ﹤0.01%
104
1974
$10K ﹤0.01%
1,411
1975
$10K ﹤0.01%
1,350
-2,350
77 78
79
80 81