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
2101
$7.62K ﹤0.01%
456
+166
2102
$7.58K ﹤0.01%
100
2103
$7.55K ﹤0.01%
144
2104
$7.55K ﹤0.01%
134
2105
$7.54K ﹤0.01%
212
2106
$7.53K ﹤0.01%
134
2107
$7.43K ﹤0.01%
156
2108
$7.42K ﹤0.01%
140
2109
$7.4K ﹤0.01%
+169
2110
$7.37K ﹤0.01%
1,706
2111
$7.37K ﹤0.01%
295
2112
$7.35K ﹤0.01%
1,467
2113
$7.34K ﹤0.01%
331
2114
$7.33K ﹤0.01%
+150
2115
$7.32K ﹤0.01%
+127
2116
$7.32K ﹤0.01%
264
-177
2117
$7.31K ﹤0.01%
319
2118
$7.31K ﹤0.01%
600
2119
$7.3K ﹤0.01%
75
2120
$7.29K ﹤0.01%
200
2121
$7.28K ﹤0.01%
99
2122
$7.27K ﹤0.01%
250
2123
$7.27K ﹤0.01%
1,269
2124
$7.22K ﹤0.01%
196
+25
2125
$7.21K ﹤0.01%
351
83 84
85
86 87