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 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
2251
$5.33K ﹤0.01%
217
+4
2252
$5.31K ﹤0.01%
+200
2253
$5.3K ﹤0.01%
268
2254
$5.28K ﹤0.01%
78
2255
$5.27K ﹤0.01%
870
2256
$5.27K ﹤0.01%
194
2257
$5.26K ﹤0.01%
56
2258
$5.25K ﹤0.01%
150
-38
2259
$5.24K ﹤0.01%
400
2260
$5.24K ﹤0.01%
142
2261
$5.22K ﹤0.01%
194
2262
$5.22K ﹤0.01%
34
2263
$5.22K ﹤0.01%
200
-200
2264
$5.21K ﹤0.01%
242
2265
$5.21K ﹤0.01%
94
-21
2266
$5.21K ﹤0.01%
214
2267
$5.2K ﹤0.01%
731
2268
$5.2K ﹤0.01%
73
-6
2269
$5.18K ﹤0.01%
+133
2270
$5.17K ﹤0.01%
51
-5
2271
$5.17K ﹤0.01%
200
2272
$5.15K ﹤0.01%
1,076
2273
$5.15K ﹤0.01%
245
-19
2274
$5.15K ﹤0.01%
219
2275
$5.14K ﹤0.01%
78