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
2451
$8.54K ﹤0.01%
400
2452
$8.53K ﹤0.01%
506
+100
2453
$8.53K ﹤0.01%
100
+25
2454
$8.5K ﹤0.01%
48
+31
2455
$8.49K ﹤0.01%
85
2456
$8.48K ﹤0.01%
110
+7
2457
$8.46K ﹤0.01%
148
2458
$8.44K ﹤0.01%
600
+50
2459
$8.42K ﹤0.01%
1,550
-135,235
2460
$8.39K ﹤0.01%
200
+58
2461
$8.38K ﹤0.01%
+171
2462
$8.37K ﹤0.01%
462
+81
2463
$8.37K ﹤0.01%
2,250
2464
$8.32K ﹤0.01%
200
-2,651
2465
$8.32K ﹤0.01%
105
2466
$8.31K ﹤0.01%
288
2467
$8.31K ﹤0.01%
550
2468
$8.3K ﹤0.01%
200
2469
$8.29K ﹤0.01%
451
+80
2470
$8.23K ﹤0.01%
200
-50
2471
$8.22K ﹤0.01%
155
2472
$8.21K ﹤0.01%
600
2473
$8.19K ﹤0.01%
91
+75
2474
$8.19K ﹤0.01%
+70
2475
$8.18K ﹤0.01%
+130
97 98
99
100 101