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
2201
$5.94K ﹤0.01%
750
-240
2202
$5.93K ﹤0.01%
192
2203
$5.91K ﹤0.01%
+407
2204
$5.91K ﹤0.01%
625
2205
$5.9K ﹤0.01%
400
2206
$5.89K ﹤0.01%
481
+5
2207
$5.86K ﹤0.01%
429
-364
2208
$5.83K ﹤0.01%
388
2209
$5.82K ﹤0.01%
+73
2210
$5.79K ﹤0.01%
50
-100
2211
$5.77K ﹤0.01%
+225
2212
$5.76K ﹤0.01%
109
-50
2213
$5.72K ﹤0.01%
2,000
2214
$5.69K ﹤0.01%
1,240
2215
$5.69K ﹤0.01%
2,155
2216
$5.68K ﹤0.01%
140
-74
2217
$5.67K ﹤0.01%
230
2218
$5.67K ﹤0.01%
207
-141
2219
$5.66K ﹤0.01%
62
2220
$5.66K ﹤0.01%
139
2221
$5.64K ﹤0.01%
+200
2222
$5.63K ﹤0.01%
380
-200
2223
$5.63K ﹤0.01%
480
+152
2224
$5.61K ﹤0.01%
141
-1,313
2225
$5.59K ﹤0.01%
125
87 88
89
90 91