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 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
2451
$3.11K ﹤0.01%
84
2452
$3.11K ﹤0.01%
150
2453
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2454
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2455
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2456
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2457
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500
2458
$3.08K ﹤0.01%
100
2459
$3.07K ﹤0.01%
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2460
$3.06K ﹤0.01%
695
2461
$3.03K ﹤0.01%
23
2462
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125
2463
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118
2464
$3.02K ﹤0.01%
3,738
-590
2465
$3.01K ﹤0.01%
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2466
$3K ﹤0.01%
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2467
$2.99K ﹤0.01%
335
2468
$2.99K ﹤0.01%
750
2469
$2.99K ﹤0.01%
100
2470
$2.98K ﹤0.01%
32
2471
$2.98K ﹤0.01%
23
-2,870
2472
$2.98K ﹤0.01%
171
2473
$2.96K ﹤0.01%
110
+5
2474
$2.96K ﹤0.01%
1,120
2475
$2.95K ﹤0.01%
294
+5