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
2426
$8.97K ﹤0.01%
75
2427
$8.97K ﹤0.01%
87
+25
2428
$8.96K ﹤0.01%
351
2429
$8.96K ﹤0.01%
166
-23
2430
$8.95K ﹤0.01%
755
2431
$8.94K ﹤0.01%
+400
2432
$8.93K ﹤0.01%
300
-380
2433
$8.93K ﹤0.01%
146
2434
$8.92K ﹤0.01%
+315
2435
$8.89K ﹤0.01%
200
2436
$8.88K ﹤0.01%
554
2437
$8.85K ﹤0.01%
1,141
+33
2438
$8.84K ﹤0.01%
412
2439
$8.81K ﹤0.01%
916
2440
$8.79K ﹤0.01%
1,250
+1,050
2441
$8.78K ﹤0.01%
430
2442
$8.76K ﹤0.01%
506
+113
2443
$8.75K ﹤0.01%
73
+35
2444
$8.68K ﹤0.01%
61
-500
2445
$8.68K ﹤0.01%
1,000
-400
2446
$8.65K ﹤0.01%
+258
2447
$8.64K ﹤0.01%
100
2448
$8.61K ﹤0.01%
117
+75
2449
$8.57K ﹤0.01%
+300
2450
$8.56K ﹤0.01%
300