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
2051
$20.8K ﹤0.01%
+350
2052
$20.7K ﹤0.01%
1,500
2053
$20.7K ﹤0.01%
3,099
+1,200
2054
$20.6K ﹤0.01%
+5,000
2055
$20.6K ﹤0.01%
+392
2056
$20.6K ﹤0.01%
300
2057
$20.5K ﹤0.01%
+168
2058
$20.4K ﹤0.01%
343
-52
2059
$20.4K ﹤0.01%
185
+15
2060
$20.4K ﹤0.01%
+311
2061
$20.3K ﹤0.01%
339
+139
2062
$20.3K ﹤0.01%
3,892
+412
2063
$20.2K ﹤0.01%
182
-25
2064
$20.2K ﹤0.01%
2,385
+974
2065
$20.2K ﹤0.01%
228
2066
$20.2K ﹤0.01%
1,749
+473
2067
$20.1K ﹤0.01%
305
+150
2068
$20.1K ﹤0.01%
+76
2069
$20.1K ﹤0.01%
308
+183
2070
$20.1K ﹤0.01%
1,178
+622
2071
$20.1K ﹤0.01%
+300
2072
$20K ﹤0.01%
450
+15
2073
$19.9K ﹤0.01%
1,113
-657
2074
$19.9K ﹤0.01%
75
2075
$19.9K ﹤0.01%
499
-100
81 82
83
84 85