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
1976
$10K ﹤0.01%
600
1977
$10K ﹤0.01%
875
1978
$10K ﹤0.01%
522
-500
1979
$9.99K ﹤0.01%
136
1980
$9.98K ﹤0.01%
742
1981
$9.94K ﹤0.01%
1,000
1982
$9.89K ﹤0.01%
5,074
+4,574
1983
$9.89K ﹤0.01%
490
1984
$9.85K ﹤0.01%
95
+8
1985
$9.79K ﹤0.01%
154
+33
1986
$9.72K ﹤0.01%
87
-23
1987
$9.67K ﹤0.01%
103
+49
1988
$9.66K ﹤0.01%
138
1989
$9.65K ﹤0.01%
649
1990
$9.65K ﹤0.01%
1,150
1991
$9.65K ﹤0.01%
252
1992
$9.64K ﹤0.01%
233
-61
1993
$9.63K ﹤0.01%
145
+75
1994
$9.63K ﹤0.01%
296
+35
1995
$9.63K ﹤0.01%
5,120
1996
$9.59K ﹤0.01%
172
+2
1997
$9.58K ﹤0.01%
105
-4
1998
$9.58K ﹤0.01%
400
1999
$9.56K ﹤0.01%
+191
2000
$9.54K ﹤0.01%
1,200
-1,405
78 79
80
81 82