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 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
2151
$6.62K ﹤0.01%
149
2152
$6.62K ﹤0.01%
+332
2153
$6.6K ﹤0.01%
315
2154
$6.57K ﹤0.01%
214
+2
2155
$6.55K ﹤0.01%
260
2156
$6.53K ﹤0.01%
308
-27
2157
$6.52K ﹤0.01%
376
+241
2158
$6.52K ﹤0.01%
180
2159
$6.51K ﹤0.01%
177
-8
2160
$6.5K ﹤0.01%
1,000
2161
$6.5K ﹤0.01%
284
2162
$6.47K ﹤0.01%
267
2163
$6.45K ﹤0.01%
187
-112
2164
$6.44K ﹤0.01%
66
+3
2165
$6.44K ﹤0.01%
1,006
+10
2166
$6.43K ﹤0.01%
132
2167
$6.38K ﹤0.01%
+555
2168
$6.34K ﹤0.01%
147
2169
$6.34K ﹤0.01%
460
+277
2170
$6.32K ﹤0.01%
388
2171
$6.32K ﹤0.01%
23
-1,727
2172
$6.31K ﹤0.01%
285
2173
$6.31K ﹤0.01%
100
2174
$6.29K ﹤0.01%
300
2175
$6.28K ﹤0.01%
1,300