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
2176
$16K ﹤0.01%
135
2177
$16K ﹤0.01%
1,116
+1,016
2178
$16K ﹤0.01%
670
2179
$15.9K ﹤0.01%
519
+181
2180
$15.9K ﹤0.01%
259
-25
2181
$15.9K ﹤0.01%
383
+105
2182
$15.8K ﹤0.01%
229
+81
2183
$15.8K ﹤0.01%
186
+95
2184
$15.7K ﹤0.01%
490
2185
$15.6K ﹤0.01%
250
2186
$15.6K ﹤0.01%
717
-246
2187
$15.6K ﹤0.01%
163
+31
2188
$15.5K ﹤0.01%
183
2189
$15.5K ﹤0.01%
699
+9
2190
$15.4K ﹤0.01%
75
2191
$15.4K ﹤0.01%
+750
2192
$15.4K ﹤0.01%
230
-2,475
2193
$15.3K ﹤0.01%
432
2194
$15.3K ﹤0.01%
500
2195
$15.3K ﹤0.01%
133
+48
2196
$15.3K ﹤0.01%
444
2197
$15.3K ﹤0.01%
55
2198
$15.2K ﹤0.01%
650
2199
$15.2K ﹤0.01%
662
+562
2200
$15.2K ﹤0.01%
518
86 87
88
89 90