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
2376
$10K ﹤0.01%
300
2377
$10K ﹤0.01%
9
2378
$10K ﹤0.01%
474
+5
2379
$10K ﹤0.01%
+1,000
2380
$9.99K ﹤0.01%
754
2381
$9.99K ﹤0.01%
300
+200
2382
$9.96K ﹤0.01%
160
2383
$9.93K ﹤0.01%
402
+314
2384
$9.93K ﹤0.01%
+403
2385
$9.92K ﹤0.01%
475
+4
2386
$9.91K ﹤0.01%
305
+25
2387
$9.88K ﹤0.01%
176
+19
2388
$9.87K ﹤0.01%
+200
2389
$9.87K ﹤0.01%
355
2390
$9.85K ﹤0.01%
526
+371
2391
$9.84K ﹤0.01%
132
2392
$9.84K ﹤0.01%
285
2393
$9.83K ﹤0.01%
142
-267
2394
$9.83K ﹤0.01%
142
2395
$9.82K ﹤0.01%
286
2396
$9.8K ﹤0.01%
200
+20
2397
$9.8K ﹤0.01%
250
2398
$9.63K ﹤0.01%
1,579
2399
$9.61K ﹤0.01%
189
2400
$9.61K ﹤0.01%
225