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
2176
$6.26K ﹤0.01%
167
+102
2177
$6.25K ﹤0.01%
625
-87,516
2178
$6.23K ﹤0.01%
164
+21
2179
$6.19K ﹤0.01%
237
+2
2180
$6.17K ﹤0.01%
1,260
2181
$6.17K ﹤0.01%
900
2182
$6.16K ﹤0.01%
146
2183
$6.16K ﹤0.01%
819
+2
2184
$6.16K ﹤0.01%
569
2185
$6.14K ﹤0.01%
130
2186
$6.11K ﹤0.01%
502
2187
$6.11K ﹤0.01%
70
2188
$6.11K ﹤0.01%
415
2189
$6.1K ﹤0.01%
333
2190
$6.09K ﹤0.01%
175
2191
$6.04K ﹤0.01%
102
2192
$6.04K ﹤0.01%
1,759
+759
2193
$6.02K ﹤0.01%
100
-31
2194
$5.99K ﹤0.01%
274
2195
$5.98K ﹤0.01%
844
-66
2196
$5.98K ﹤0.01%
+233
2197
$5.97K ﹤0.01%
700
2198
$5.97K ﹤0.01%
+58
2199
$5.95K ﹤0.01%
500
-500
2200
$5.94K ﹤0.01%
200
86 87
88
89 90