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

Top Sells

1
+$7.99M
2
+$5.18M
3
+$4.65M
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$4.09M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$4.07M

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
2151
$17.1K ﹤0.01%
3,000
2152
$17.1K ﹤0.01%
1,706
2153
$17K ﹤0.01%
1,235
-498
2154
$17K ﹤0.01%
+21
2155
$17K ﹤0.01%
55
2156
$16.9K ﹤0.01%
1,650
-150
2157
$16.8K ﹤0.01%
134
+67
2158
$16.6K ﹤0.01%
+610
2159
$16.6K ﹤0.01%
+221
2160
$16.5K ﹤0.01%
1,662
+1,130
2161
$16.5K ﹤0.01%
1,355
2162
$16.5K ﹤0.01%
697
+47
2163
$16.5K ﹤0.01%
283
+29
2164
$16.4K ﹤0.01%
655
-255
2165
$16.4K ﹤0.01%
+325
2166
$16.4K ﹤0.01%
1,200
2167
$16.3K ﹤0.01%
313
-227
2168
$16.3K ﹤0.01%
1,125
+125
2169
$16.3K ﹤0.01%
4,581
+600
2170
$16.2K ﹤0.01%
527
+327
2171
$16.2K ﹤0.01%
162
+123
2172
$16.2K ﹤0.01%
264
2173
$16.1K ﹤0.01%
237
+87
2174
$16K ﹤0.01%
+250
2175
$16K ﹤0.01%
599
+44
85 86
87
88 89