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
2401
$3.59K ﹤0.01%
177
-4,350
2402
$3.58K ﹤0.01%
35
2403
$3.56K ﹤0.01%
150
2404
$3.56K ﹤0.01%
154
-4,311
2405
$3.55K ﹤0.01%
80
-305
2406
$3.53K ﹤0.01%
85
2407
$3.53K ﹤0.01%
180
2408
$3.52K ﹤0.01%
393
+187
2409
$3.52K ﹤0.01%
168
-205
2410
$3.51K ﹤0.01%
147
2411
$3.5K ﹤0.01%
356
-60
2412
$3.49K ﹤0.01%
309
-1,964
2413
$3.48K ﹤0.01%
25
2414
$3.48K ﹤0.01%
289
2415
$3.46K ﹤0.01%
705
-181
2416
$3.46K ﹤0.01%
200
2417
$3.45K ﹤0.01%
53
2418
$3.45K ﹤0.01%
280
+157
2419
$3.44K ﹤0.01%
75
2420
$3.44K ﹤0.01%
1,000
2421
$3.43K ﹤0.01%
160
2422
$3.43K ﹤0.01%
313
2423
$3.41K ﹤0.01%
38
-14
2424
$3.41K ﹤0.01%
73
2425
$3.39K ﹤0.01%
+61
95 96
97
98 99