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
2201
$15.1K ﹤0.01%
261
+111
2202
$15.1K ﹤0.01%
768
+100
2203
$15.1K ﹤0.01%
308
+28
2204
$15.1K ﹤0.01%
210
+110
2205
$15.1K ﹤0.01%
2,322
-8,279
2206
$15.1K ﹤0.01%
+1,765
2207
$15K ﹤0.01%
442
+291
2208
$15K ﹤0.01%
249
+19
2209
$15K ﹤0.01%
296
+99
2210
$14.9K ﹤0.01%
+60
2211
$14.9K ﹤0.01%
513
-81
2212
$14.9K ﹤0.01%
340
+60
2213
$14.9K ﹤0.01%
1,051
2214
$14.8K ﹤0.01%
500
-310
2215
$14.8K ﹤0.01%
788
+53
2216
$14.8K ﹤0.01%
159
+95
2217
$14.8K ﹤0.01%
58
+50
2218
$14.7K ﹤0.01%
139
2219
$14.7K ﹤0.01%
103
2220
$14.7K ﹤0.01%
180
2221
$14.6K ﹤0.01%
506
+182
2222
$14.6K ﹤0.01%
180
+131
2223
$14.6K ﹤0.01%
176
+166
2224
$14.6K ﹤0.01%
40
2225
$14.6K ﹤0.01%
943
87 88
89
90 91