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
2251
$13.6K ﹤0.01%
1,501
2252
$13.6K ﹤0.01%
692
2253
$13.6K ﹤0.01%
497
2254
$13.5K ﹤0.01%
550
-50
2255
$13.5K ﹤0.01%
153
-79
2256
$13.5K ﹤0.01%
300
2257
$13.4K ﹤0.01%
150
2258
$13.4K ﹤0.01%
661
2259
$13.3K ﹤0.01%
1,405
-135
2260
$13.2K ﹤0.01%
100
2261
$13.2K ﹤0.01%
471
+4
2262
$13.2K ﹤0.01%
+67
2263
$13.1K ﹤0.01%
1,800
2264
$13K ﹤0.01%
264
+64
2265
$13K ﹤0.01%
3,000
2266
$12.9K ﹤0.01%
1,021
-1,150
2267
$12.9K ﹤0.01%
3
-1
2268
$12.9K ﹤0.01%
195
2269
$12.8K ﹤0.01%
432
+120
2270
$12.8K ﹤0.01%
400
2271
$12.7K ﹤0.01%
309
+109
2272
$12.7K ﹤0.01%
200
2273
$12.7K ﹤0.01%
2,000
2274
$12.7K ﹤0.01%
1,350
-250
2275
$12.5K ﹤0.01%
270
+98
89 90
91
92 93