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
2276
$12.5K ﹤0.01%
+307
2277
$12.5K ﹤0.01%
156
2278
$12.5K ﹤0.01%
5
2279
$12.5K ﹤0.01%
423
+117
2280
$12.5K ﹤0.01%
156
-25
2281
$12.3K ﹤0.01%
+200
2282
$12.3K ﹤0.01%
881
-1,083
2283
$12.3K ﹤0.01%
417
+100
2284
$12.2K ﹤0.01%
299
+124
2285
$12.2K ﹤0.01%
132
+62
2286
$12.2K ﹤0.01%
497
2287
$12.2K ﹤0.01%
109
2288
$12.2K ﹤0.01%
1,000
-950
2289
$12.1K ﹤0.01%
384
+39
2290
$12.1K ﹤0.01%
+300
2291
$12.1K ﹤0.01%
1,200
-500
2292
$12.1K ﹤0.01%
2,280
2293
$12.1K ﹤0.01%
485
2294
$12.1K ﹤0.01%
64
2295
$12K ﹤0.01%
122
+50
2296
$12K ﹤0.01%
+2,024
2297
$11.9K ﹤0.01%
475
2298
$11.9K ﹤0.01%
146
+39
2299
$11.9K ﹤0.01%
350
2300
$11.9K ﹤0.01%
119
-26
90 91
92
93 94