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
2076
$8.03K ﹤0.01%
+273
2077
$8K ﹤0.01%
142
2078
$7.97K ﹤0.01%
361
-157
2079
$7.96K ﹤0.01%
387
+4
2080
$7.94K ﹤0.01%
302
2081
$7.9K ﹤0.01%
340
2082
$7.89K ﹤0.01%
189
2083
$7.89K ﹤0.01%
1,000
2084
$7.88K ﹤0.01%
+55
2085
$7.88K ﹤0.01%
1,027
+48
2086
$7.88K ﹤0.01%
153
+1
2087
$7.87K ﹤0.01%
237
2088
$7.87K ﹤0.01%
403
-5
2089
$7.84K ﹤0.01%
6,034
2090
$7.84K ﹤0.01%
66
-23
2091
$7.83K ﹤0.01%
695
+200
2092
$7.8K ﹤0.01%
222
2093
$7.79K ﹤0.01%
10
2094
$7.77K ﹤0.01%
+434
2095
$7.75K ﹤0.01%
+1,250
2096
$7.72K ﹤0.01%
88
2097
$7.71K ﹤0.01%
155
+140
2098
$7.67K ﹤0.01%
112
-19
2099
$7.66K ﹤0.01%
56
+31
2100
$7.63K ﹤0.01%
861
82 83
84
85 86