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
2051
$8.39K ﹤0.01%
2,250
2052
$8.37K ﹤0.01%
850
2053
$8.36K ﹤0.01%
1,046
2054
$8.35K ﹤0.01%
600
2055
$8.33K ﹤0.01%
300
2056
$8.31K ﹤0.01%
150
2057
$8.3K ﹤0.01%
139
2058
$8.3K ﹤0.01%
300
+50
2059
$8.29K ﹤0.01%
145
+41
2060
$8.27K ﹤0.01%
400
2061
$8.27K ﹤0.01%
150
+125
2062
$8.23K ﹤0.01%
754
2063
$8.22K ﹤0.01%
286
+108
2064
$8.2K ﹤0.01%
200
2065
$8.2K ﹤0.01%
1,000
2066
$8.19K ﹤0.01%
1,093
-238
2067
$8.16K ﹤0.01%
370
-27
2068
$8.15K ﹤0.01%
440
-165
2069
$8.15K ﹤0.01%
+500
2070
$8.14K ﹤0.01%
2,313
2071
$8.12K ﹤0.01%
1,000
+500
2072
$8.09K ﹤0.01%
197
-61
2073
$8.07K ﹤0.01%
+850
2074
$8.06K ﹤0.01%
79
2075
$8.05K ﹤0.01%
6
81 82
83
84 85