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
2351
$4.18K ﹤0.01%
123
+58
2352
$4.18K ﹤0.01%
+699
2353
$4.16K ﹤0.01%
371
2354
$4.15K ﹤0.01%
250
-1,040
2355
$4.13K ﹤0.01%
80
2356
$4.13K ﹤0.01%
350
2357
$4.08K ﹤0.01%
371
+60
2358
$4.07K ﹤0.01%
38
-128
2359
$4.06K ﹤0.01%
519
2360
$4.06K ﹤0.01%
475
-77
2361
$4.05K ﹤0.01%
1,000
-5,500
2362
$4.03K ﹤0.01%
66
2363
$4.03K ﹤0.01%
100
2364
$4.03K ﹤0.01%
1,579
2365
$4.03K ﹤0.01%
300
2366
$4K ﹤0.01%
79
2367
$3.99K ﹤0.01%
+500
2368
$3.98K ﹤0.01%
74
-20
2369
$3.98K ﹤0.01%
148
-25
2370
$3.97K ﹤0.01%
500
2371
$3.96K ﹤0.01%
1,000
2372
$3.95K ﹤0.01%
43
2373
$3.95K ﹤0.01%
95
2374
$3.92K ﹤0.01%
137
2375
$3.9K ﹤0.01%
100
93 94
95
96 97