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
2401
$9.6K ﹤0.01%
46
-7
2402
$9.57K ﹤0.01%
102
+30
2403
$9.53K ﹤0.01%
107
2404
$9.5K ﹤0.01%
773
-632
2405
$9.48K ﹤0.01%
+296
2406
$9.42K ﹤0.01%
2
-1
2407
$9.39K ﹤0.01%
+86
2408
$9.39K ﹤0.01%
+187
2409
$9.32K ﹤0.01%
100
2410
$9.32K ﹤0.01%
+2,395
2411
$9.32K ﹤0.01%
110
+45
2412
$9.31K ﹤0.01%
177
+27
2413
$9.31K ﹤0.01%
102
2414
$9.23K ﹤0.01%
135
2415
$9.22K ﹤0.01%
148
2416
$9.21K ﹤0.01%
120
+70
2417
$9.17K ﹤0.01%
103
+69
2418
$9.15K ﹤0.01%
+100
2419
$9.13K ﹤0.01%
125
+25
2420
$9.11K ﹤0.01%
175
2421
$9.08K ﹤0.01%
284
2422
$9.08K ﹤0.01%
+2,000
2423
$9.07K ﹤0.01%
600
2424
$9.06K ﹤0.01%
500
-35
2425
$8.98K ﹤0.01%
306
-124
95 96
97
98 99