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
2351
$10.7K ﹤0.01%
1,609
2352
$10.7K ﹤0.01%
607
2353
$10.7K ﹤0.01%
545
+326
2354
$10.7K ﹤0.01%
700
2355
$10.6K ﹤0.01%
750
2356
$10.6K ﹤0.01%
66
+30
2357
$10.6K ﹤0.01%
+300
2358
$10.6K ﹤0.01%
500
2359
$10.5K ﹤0.01%
786
2360
$10.5K ﹤0.01%
765
-135
2361
$10.5K ﹤0.01%
270
2362
$10.4K ﹤0.01%
30
+10
2363
$10.3K ﹤0.01%
366
-7
2364
$10.3K ﹤0.01%
1,150
2365
$10.3K ﹤0.01%
110
2366
$10.2K ﹤0.01%
177
2367
$10.2K ﹤0.01%
420
+393
2368
$10.2K ﹤0.01%
1,700
+1,250
2369
$10.2K ﹤0.01%
225
-424
2370
$10.2K ﹤0.01%
+50
2371
$10.2K ﹤0.01%
572
2372
$10.1K ﹤0.01%
192
2373
$10.1K ﹤0.01%
100
2374
$10.1K ﹤0.01%
+1,322
2375
$10.1K ﹤0.01%
839
-113
93 94
95
96 97