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
2301
$4.8K ﹤0.01%
400
2302
$4.8K ﹤0.01%
194
2303
$4.79K ﹤0.01%
500
2304
$4.77K ﹤0.01%
+2
2305
$4.77K ﹤0.01%
5,206
2306
$4.76K ﹤0.01%
61
+24
2307
$4.74K ﹤0.01%
432
2308
$4.74K ﹤0.01%
387
-27
2309
$4.74K ﹤0.01%
375
+7
2310
$4.73K ﹤0.01%
86
2311
$4.73K ﹤0.01%
90
2312
$4.69K ﹤0.01%
41
-35
2313
$4.69K ﹤0.01%
+83
2314
$4.68K ﹤0.01%
500
-375
2315
$4.66K ﹤0.01%
100
2316
$4.64K ﹤0.01%
300
2317
$4.64K ﹤0.01%
103
2318
$4.62K ﹤0.01%
2,053
+400
2319
$4.62K ﹤0.01%
1,955
2320
$4.62K ﹤0.01%
88
+9
2321
$4.6K ﹤0.01%
133
-487
2322
$4.59K ﹤0.01%
450
+50
2323
$4.58K ﹤0.01%
175
-200
2324
$4.54K ﹤0.01%
+750
2325
$4.54K ﹤0.01%
1,137
91 92
93
94 95