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
2226
$14.6K ﹤0.01%
1,500
2227
$14.5K ﹤0.01%
570
+6
2228
$14.5K ﹤0.01%
153
2229
$14.4K ﹤0.01%
1,477
2230
$14.4K ﹤0.01%
140
2231
$14.3K ﹤0.01%
1,000
2232
$14.3K ﹤0.01%
222
+40
2233
$14.3K ﹤0.01%
834
-1,000
2234
$14.3K ﹤0.01%
413
2235
$14.2K ﹤0.01%
108
+54
2236
$14.2K ﹤0.01%
147
+85
2237
$14.2K ﹤0.01%
270
+151
2238
$14.1K ﹤0.01%
+561
2239
$14K ﹤0.01%
145
2240
$14K ﹤0.01%
360
2241
$13.9K ﹤0.01%
+1,500
2242
$13.9K ﹤0.01%
948
+15
2243
$13.8K ﹤0.01%
180
+100
2244
$13.8K ﹤0.01%
140
-15
2245
$13.8K ﹤0.01%
1,251
+1,080
2246
$13.8K ﹤0.01%
136
2247
$13.8K ﹤0.01%
244
+118
2248
$13.7K ﹤0.01%
+450
2249
$13.7K ﹤0.01%
200
-300
2250
$13.6K ﹤0.01%
742
88 89
90
91 92