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
201
$1.57M 0.09%
36,190
202
$1.57M 0.09%
20,147
+53
203
$1.55M 0.09%
25,841
+1,086
204
$1.54M 0.09%
25,552
+14,244
205
$1.53M 0.09%
29,199
+27,599
206
$1.52M 0.09%
17,614
-1,320
207
$1.5M 0.09%
18,389
-2,259
208
$1.5M 0.09%
5,886
-248
209
$1.49M 0.09%
19,361
-725
210
$1.49M 0.09%
54,906
+39,605
211
$1.47M 0.08%
24,937
+446
212
$1.47M 0.08%
+23,103
213
$1.47M 0.08%
13,234
+4,145
214
$1.47M 0.08%
19,125
+413
215
$1.46M 0.08%
33,819
-6,205
216
$1.46M 0.08%
7,863
+2,519
217
$1.45M 0.08%
5,164
+3,885
218
$1.44M 0.08%
8,626
+1,249
219
$1.43M 0.08%
26,122
+2,367
220
$1.42M 0.08%
28,159
-460
221
$1.42M 0.08%
8,680
+370
222
$1.41M 0.08%
7,558
+58
223
$1.41M 0.08%
54,848
+23,116
224
$1.41M 0.08%
64,996
+29,306
225
$1.4M 0.08%
22,064
-2,116
7 8
9
10 11