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 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
176
$1.96M 0.11%
28,232
+392
177
$1.94M 0.11%
10,292
+7,094
178
$1.87M 0.11%
12,823
-5,403
179
$1.85M 0.11%
15,981
+535
180
$1.84M 0.11%
76,460
+3,570
181
$1.84M 0.11%
291
+277
182
$1.83M 0.11%
18,971
+17,821
183
$1.82M 0.1%
39,047
-433
184
$1.81M 0.1%
3,219
-96
185
$1.81M 0.1%
9,176
+239
186
$1.75M 0.1%
22,587
-19,593
187
$1.72M 0.1%
13,609
-60
188
$1.72M 0.1%
17,332
+262
189
$1.71M 0.1%
9,031
-275
190
$1.69M 0.1%
19,211
-23,398
191
$1.68M 0.1%
28,060
+9,072
192
$1.67M 0.1%
19,116
-1,434
193
$1.67M 0.1%
31,258
-1,043
194
$1.64M 0.09%
11,505
-136
195
$1.64M 0.09%
20,465
-1,058
196
$1.63M 0.09%
21,525
+18,976
197
$1.63M 0.09%
7,505
+769
198
$1.62M 0.09%
36,749
-1,054
199
$1.58M 0.09%
10,051
-1,006
200
$1.58M 0.09%
19,605
-590