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
2326
$4.54K ﹤0.01%
483
+208
2327
$4.53K ﹤0.01%
1,000
2328
$4.52K ﹤0.01%
175
2329
$4.52K ﹤0.01%
250
2330
$4.52K ﹤0.01%
522
+21
2331
$4.48K ﹤0.01%
+50
2332
$4.46K ﹤0.01%
305
2333
$4.44K ﹤0.01%
550
2334
$4.42K ﹤0.01%
236
2335
$4.39K ﹤0.01%
276
2336
$4.39K ﹤0.01%
1,310
2337
$4.38K ﹤0.01%
120
2338
$4.36K ﹤0.01%
59
2339
$4.35K ﹤0.01%
100
2340
$4.35K ﹤0.01%
123
2341
$4.32K ﹤0.01%
99
2342
$4.31K ﹤0.01%
105
2343
$4.31K ﹤0.01%
36
-49
2344
$4.3K ﹤0.01%
287
-50
2345
$4.3K ﹤0.01%
430
2346
$4.28K ﹤0.01%
1,677
2347
$4.24K ﹤0.01%
99
2348
$4.23K ﹤0.01%
12
2349
$4.21K ﹤0.01%
1,405
-150
2350
$4.21K ﹤0.01%
83
92 93
94
95 96