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
1951
$24.6K ﹤0.01%
+1,100
1952
$24.6K ﹤0.01%
552
+279
1953
$24.6K ﹤0.01%
402
1954
$24.6K ﹤0.01%
188
+106
1955
$24.5K ﹤0.01%
2,290
+2,000
1956
$24.5K ﹤0.01%
1,405
+100
1957
$24.4K ﹤0.01%
2,067
+2,000
1958
$24.4K ﹤0.01%
597
-59
1959
$24.4K ﹤0.01%
3,614
+614
1960
$24.4K ﹤0.01%
+650
1961
$24.3K ﹤0.01%
969
+775
1962
$24.3K ﹤0.01%
+361
1963
$24.3K ﹤0.01%
4,000
1964
$24.3K ﹤0.01%
1,025
1965
$24.2K ﹤0.01%
453
1966
$24.2K ﹤0.01%
+799
1967
$24.2K ﹤0.01%
220
1968
$24.1K ﹤0.01%
129
-149
1969
$24K ﹤0.01%
295
1970
$24K ﹤0.01%
668
-2,924
1971
$24K ﹤0.01%
+443
1972
$24K ﹤0.01%
92
+17
1973
$23.9K ﹤0.01%
500
1974
$23.9K ﹤0.01%
858
-726
1975
$23.8K ﹤0.01%
+65
77 78
79
80 81