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
2326
$11.2K ﹤0.01%
500
2327
$11.1K ﹤0.01%
131
-12
2328
$11.1K ﹤0.01%
275
+200
2329
$11.1K ﹤0.01%
100
2330
$11.1K ﹤0.01%
800
2331
$11.1K ﹤0.01%
299
+200
2332
$11.1K ﹤0.01%
334
+139
2333
$11.1K ﹤0.01%
267
2334
$11.1K ﹤0.01%
295
2335
$11K ﹤0.01%
+261
2336
$11K ﹤0.01%
+450
2337
$11K ﹤0.01%
+3,391
2338
$11K ﹤0.01%
+161
2339
$11K ﹤0.01%
1,000
2340
$11K ﹤0.01%
252
-101
2341
$11K ﹤0.01%
247
+13
2342
$10.9K ﹤0.01%
156
+59
2343
$10.9K ﹤0.01%
300
2344
$10.8K ﹤0.01%
+400
2345
$10.8K ﹤0.01%
1,150
-1,950
2346
$10.8K ﹤0.01%
133
-23
2347
$10.8K ﹤0.01%
81
-33
2348
$10.8K ﹤0.01%
135
-57
2349
$10.8K ﹤0.01%
150
2350
$10.8K ﹤0.01%
+558
92 93
94
95 96