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

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
2126
$17.9K ﹤0.01%
60
+27
2127
$17.8K ﹤0.01%
1,324
2128
$17.8K ﹤0.01%
540
-65
2129
$17.7K ﹤0.01%
170
+79
2130
$17.6K ﹤0.01%
77
+27
2131
$17.6K ﹤0.01%
98
-50
2132
$17.6K ﹤0.01%
564
2133
$17.6K ﹤0.01%
533
2134
$17.5K ﹤0.01%
234
-15,833
2135
$17.4K ﹤0.01%
326
+179
2136
$17.4K ﹤0.01%
513
2137
$17.4K ﹤0.01%
1,000
+300
2138
$17.4K ﹤0.01%
193
-15
2139
$17.4K ﹤0.01%
150
+44
2140
$17.3K ﹤0.01%
+988
2141
$17.3K ﹤0.01%
+381
2142
$17.3K ﹤0.01%
1,240
2143
$17.3K ﹤0.01%
1,245
2144
$17.3K ﹤0.01%
641
+181
2145
$17.3K ﹤0.01%
370
+100
2146
$17.2K ﹤0.01%
123
-1,368
2147
$17.2K ﹤0.01%
1,150
-300
2148
$17.2K ﹤0.01%
153
+82
2149
$17.1K ﹤0.01%
375
2150
$17.1K ﹤0.01%
15
-5