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

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
2301
$11.9K ﹤0.01%
265
+90
2302
$11.8K ﹤0.01%
158
2303
$11.8K ﹤0.01%
127
2304
$11.8K ﹤0.01%
267
+70
2305
$11.7K ﹤0.01%
2,910
+2,552
2306
$11.7K ﹤0.01%
439
+245
2307
$11.7K ﹤0.01%
296
+210
2308
$11.7K ﹤0.01%
74
+50
2309
$11.6K ﹤0.01%
358
-16,281
2310
$11.6K ﹤0.01%
1,000
2311
$11.6K ﹤0.01%
+900
2312
$11.6K ﹤0.01%
393
+2
2313
$11.5K ﹤0.01%
875
2314
$11.5K ﹤0.01%
225
+69
2315
$11.5K ﹤0.01%
267
2316
$11.4K ﹤0.01%
1,590
2317
$11.4K ﹤0.01%
+200
2318
$11.4K ﹤0.01%
325
2319
$11.4K ﹤0.01%
130
+78
2320
$11.3K ﹤0.01%
+250
2321
$11.3K ﹤0.01%
400
2322
$11.3K ﹤0.01%
625
2323
$11.3K ﹤0.01%
750
2324
$11.2K ﹤0.01%
230
+30
2325
$11.2K ﹤0.01%
371
+200