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
2126
$7.21K ﹤0.01%
15
2127
$7.19K ﹤0.01%
550
2128
$7.18K ﹤0.01%
56
+9
2129
$7.16K ﹤0.01%
104
-25
2130
$7.13K ﹤0.01%
635
2131
$7.13K ﹤0.01%
42
+3
2132
$7.06K ﹤0.01%
500
+50
2133
$7K ﹤0.01%
272
-275
2134
$7K ﹤0.01%
175
-275
2135
$7K ﹤0.01%
160
2136
$6.98K ﹤0.01%
120
-585
2137
$6.96K ﹤0.01%
117
2138
$6.96K ﹤0.01%
355
2139
$6.93K ﹤0.01%
125
2140
$6.91K ﹤0.01%
108
2141
$6.88K ﹤0.01%
84
2142
$6.86K ﹤0.01%
57
+7
2143
$6.85K ﹤0.01%
20
2144
$6.82K ﹤0.01%
+175
2145
$6.82K ﹤0.01%
150
2146
$6.8K ﹤0.01%
412
2147
$6.76K ﹤0.01%
91
-5
2148
$6.72K ﹤0.01%
70
2149
$6.69K ﹤0.01%
305
2150
$6.63K ﹤0.01%
98
+50
84 85
86
87 88