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
1976
$23.8K ﹤0.01%
759
+615
1977
$23.8K ﹤0.01%
+950
1978
$23.7K ﹤0.01%
860
+411
1979
$23.7K ﹤0.01%
299
-242
1980
$23.7K ﹤0.01%
66
+21
1981
$23.7K ﹤0.01%
2,393
+2,009
1982
$23.6K ﹤0.01%
430
+134
1983
$23.5K ﹤0.01%
6,000
+1,000
1984
$23.5K ﹤0.01%
468
-249
1985
$23.5K ﹤0.01%
259
1986
$23.5K ﹤0.01%
467
1987
$23.3K ﹤0.01%
1,191
+12
1988
$23.3K ﹤0.01%
243
1989
$23.2K ﹤0.01%
393
+35
1990
$23.2K ﹤0.01%
+1,308
1991
$23.1K ﹤0.01%
492
+330
1992
$23.1K ﹤0.01%
860
+394
1993
$23K ﹤0.01%
+8,000
1994
$23K ﹤0.01%
+1,576
1995
$22.9K ﹤0.01%
249
+142
1996
$22.9K ﹤0.01%
161
+61
1997
$22.8K ﹤0.01%
925
1998
$22.8K ﹤0.01%
239
+104
1999
$22.8K ﹤0.01%
1,950
+94
2000
$22.8K ﹤0.01%
108
+55
78 79
80
81 82