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
2226
$5.59K ﹤0.01%
47
2227
$5.58K ﹤0.01%
117
2228
$5.58K ﹤0.01%
+505
2229
$5.57K ﹤0.01%
50
-1,158
2230
$5.56K ﹤0.01%
22
-27
2231
$5.55K ﹤0.01%
916
2232
$5.55K ﹤0.01%
188
2233
$5.53K ﹤0.01%
39
2234
$5.53K ﹤0.01%
949
2235
$5.53K ﹤0.01%
100
2236
$5.5K ﹤0.01%
250
2237
$5.49K ﹤0.01%
+2,800
2238
$5.48K ﹤0.01%
54
2239
$5.48K ﹤0.01%
154
2240
$5.47K ﹤0.01%
+110
2241
$5.46K ﹤0.01%
200
2242
$5.45K ﹤0.01%
197
+63
2243
$5.44K ﹤0.01%
1,000
2244
$5.42K ﹤0.01%
194
2245
$5.4K ﹤0.01%
70
2246
$5.38K ﹤0.01%
+250
2247
$5.37K ﹤0.01%
1,000
2248
$5.37K ﹤0.01%
224
+23
2249
$5.36K ﹤0.01%
+2,000
2250
$5.34K ﹤0.01%
89
88 89
90
91 92