$2.93 Billion is the total value of American Portfolios Advisors's 3581 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EWU | New | ISHARES TRmsci uk etf new | $2,231,846 | – | 66,345 | +100.0% | 0.08% | – |
| DFNV | New | TRIMTABS ETF TRdonoghue frlins | $1,624,005 | – | 60,710 | +100.0% | 0.06% | – |
| New | PHILLIPS EDISON & CO INC | $1,596,831 | – | 46,433 | +100.0% | 0.06% | – | |
| JJM | New | BARCLAYS BANK PLCetn lkd 48 | $1,554,937 | – | 19,334 | +100.0% | 0.05% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $1,472,762 | – | 48,478 | +100.0% | 0.05% | – | |
| New | SHELL PLCspon ads | $1,374,253 | – | 25,018 | +100.0% | 0.05% | – | |
| OIL | New | BARCLAYS BANK PLCipth crude oil | $1,225,475 | – | 38,011 | +100.0% | 0.04% | – |
| PLW | New | INVESCO EXCH TRADED FD TR II1 30 lader tre | $1,025,460 | – | 30,375 | +100.0% | 0.04% | – |
| TTAC | New | TRIMTABS ETF TRfcf us qlty etf | $990,975 | – | 19,034 | +100.0% | 0.03% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest intl | $902,655 | – | 47,437 | +100.0% | 0.03% | – | |
| AZAJ | New | AIM ETF PRODUCTS TRUSTus lrg cp bufr10 | $657,001 | – | 23,935 | +100.0% | 0.02% | – |
| TIGR | New | UP FINTECH HLDG LTDsponsored ads | $609,354 | – | 124,358 | +100.0% | 0.02% | – |
| New | APOLLO GLOBAL MGMT INC | $366,688 | – | 5,915 | +100.0% | 0.01% | – | |
| New | SL GREEN RLTY CORP | $357,760 | – | 4,407 | +100.0% | 0.01% | – | |
| EIDO | New | ISHARES TRmsci indonia etf | $354,915 | – | 14,340 | +100.0% | 0.01% | – |
| KC | New | KINGSOFT CLOUD HLDGS LTDads | $318,742 | – | 52,511 | +100.0% | 0.01% | – |
| SAIA | New | SAIA INC | $298,192 | – | 1,223 | +100.0% | 0.01% | – |
| BEKE | New | KE HLDGS INCsponsored ads | $278,300 | – | 22,498 | +100.0% | 0.01% | – |
| IMCB | New | ISHARES TRmrgstr md cp etf | $256,817 | – | 3,816 | +100.0% | 0.01% | – |
| New | INVESTMENT MANAGERS SER TR Iaxs astoria infl | $225,532 | – | 7,900 | +100.0% | 0.01% | – | |
| PPH | New | VANECK ETF TRUSTpharmaceutcl etf | $216,309 | – | 2,712 | +100.0% | 0.01% | – |
| GII | New | SPDR INDEX SHS FDSs&p gblinf etf | $207,520 | – | 3,573 | +100.0% | 0.01% | – |
| New | TRICON RESIDENTIAL INC | $177,856 | – | 11,200 | +100.0% | 0.01% | – | |
| XMVM | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $134,815 | – | 2,797 | +100.0% | 0.01% | – |
| New | CONSTELLATION ENERGY CORP | $153,113 | – | 2,722 | +100.0% | 0.01% | – | |
| New | FIRST TR EXCHANGE-TRADED FDlimited duration | $136,549 | – | 7,096 | +100.0% | 0.01% | – | |
| EQT | New | EQT CORP | $118,577 | – | 3,446 | +100.0% | 0.00% | – |
| SF | New | STIFEL FINL CORP | $117,331 | – | 1,728 | +100.0% | 0.00% | – |
| JJN | New | BARCLAYS BANK PLCetn lkd 48 | $108,247 | – | 2,525 | +100.0% | 0.00% | – |
| JAAA | New | JANUS DETROIT STR TRhendrson aaa cl | $106,033 | – | 2,112 | +100.0% | 0.00% | – |
| New | NCINO INC | $128,431 | – | 3,134 | +100.0% | 0.00% | – | |
| CLB | New | CORE LABORATORIES N V | $75,501 | – | 2,387 | +100.0% | 0.00% | – |
| RADA | New | RADA ELECTR INDS LTD | $80,989 | – | 5,814 | +100.0% | 0.00% | – |
| New | CAPITAL GROUP GROWTH ETF | $101,108 | – | 3,865 | +100.0% | 0.00% | – | |
| New | HF SINCLAIR CORPORATION | $85,855 | – | 2,154 | +100.0% | 0.00% | – | |
| SBR | New | SABINE RTY TRunit ben int | $75,075 | – | 1,300 | +100.0% | 0.00% | – |
| New | KNIGHTSCOPE INC | $93,996 | – | 18,650 | +100.0% | 0.00% | – | |
| New | NU HLDGS LTD | $75,309 | – | 9,755 | +100.0% | 0.00% | – | |
| UMAR | New | INNOVATOR ETFS TRus eqt ultra bf | $99,678 | – | 3,300 | +100.0% | 0.00% | – |
| SPVM | New | INVESCO EXCHANGE TRADED FD Ts&p 500 vlu momn | $94,703 | – | 1,750 | +100.0% | 0.00% | – |
| BMAR | New | INNOVATOR ETFS TRus eqty bufr mar | $62,186 | – | 1,775 | +100.0% | 0.00% | – |
| EGLE | New | EAGLE BULK SHIPPING INC | $61,299 | – | 900 | +100.0% | 0.00% | – |
| VNSE | New | NATIXIS ETF TRUST IIvaughan nelsn sl | $44,771 | – | 1,433 | +100.0% | 0.00% | – |
| YMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vst intl | $48,233 | – | 2,415 | +100.0% | 0.00% | – |
| EHC | New | ENCOMPASS HEALTH CORP | $60,444 | – | 850 | +100.0% | 0.00% | – |
| New | CAPITAL GROUP GBL GROWTH EQT | $53,438 | – | 2,200 | +100.0% | 0.00% | – | |
| DIDI | New | DIDI GLOBAL INCsponsored ads | $44,500 | – | 17,800 | +100.0% | 0.00% | – |
| DGL | New | INVESCO DB MULTI-SECTOR COMMgold fd | $60,830 | – | 1,100 | +100.0% | 0.00% | – |
| New | INVESTMENT MANAGERS SER TR Iaxs change finan | $50,878 | – | 1,621 | +100.0% | 0.00% | – | |
| INKM | New | SSGA ACTIVE ETF TR | $52,760 | – | 1,546 | +100.0% | 0.00% | – |
| DBAW | New | DBX ETF TRxtrack msci all | $21,700 | – | 674 | +100.0% | 0.00% | – |
| PFIX | New | SIMPLIFY EXCHANGE TRADED FUNsimplify interst | $23,126 | – | 464 | +100.0% | 0.00% | – |
| SPD | New | SIMPLIFY EXCHANGE TRADED FUNus eqt pls dwnsd | $20,998 | – | 670 | +100.0% | 0.00% | – |
| DTF | New | DTF TAX-FREE INCOME 2028 TER | $18,186 | – | 1,400 | +100.0% | 0.00% | – |
| DAKT | New | DAKTRONICS INC | $15,360 | – | 4,000 | +100.0% | 0.00% | – |
| FISR | New | SSGA ACTIVE TRspdr ssga fxd | $36,697 | – | 1,272 | +100.0% | 0.00% | – |
| DGT | New | SPDR SER TRglb dow etf | $19,692 | – | 175 | +100.0% | 0.00% | – |
| PHUN | New | PHUNWARE INC | $18,626 | – | 6,700 | +100.0% | 0.00% | – |
| DX | New | DYNEX CAP INC | $22,680 | – | 1,400 | +100.0% | 0.00% | – |
| BFEB | New | INNOVATOR ETFS TRus eqty bufr feb | $20,069 | – | 620 | +100.0% | 0.00% | – |
| PXE | New | INVESCO EXCHANGE TRADED FD Tdynmc enrg exp | $27,750 | – | 1,000 | +100.0% | 0.00% | – |
| PBDM | New | INVESCO EXCH TRADED FD TR IIpurbta ftse dv | $16,787 | – | 614 | +100.0% | 0.00% | – |
| ACP | New | ABERDEEN INCOME CR STRATEGIE | $15,664 | – | 1,600 | +100.0% | 0.00% | – |
| HWC | New | HANCOCK WHITNEY CORPORATION | $20,808 | – | 399 | +100.0% | 0.00% | – |
| GFI | New | GOLD FIELDS LTDsponsored adr | $40,242 | – | 2,603 | +100.0% | 0.00% | – |
| ANDE | New | ANDERSONS INC | $23,321 | – | 464 | +100.0% | 0.00% | – |
| FAN | New | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $23,838 | – | 1,207 | +100.0% | 0.00% | – |
| New | WISDOMTREE TRfloatng rat trea | $27,855 | – | 554 | +100.0% | 0.00% | – | |
| DIVB | New | ISHARES TRus divid bybck | $24,996 | – | 599 | +100.0% | 0.00% | – |
| AM | New | ANTERO MIDSTREAM CORP | $23,653 | – | 2,176 | +100.0% | 0.00% | – |
| JBL | New | JABIL INC | $32,593 | – | 528 | +100.0% | 0.00% | – |
| MHF | New | WESTERN ASSET MUN HIGH INCOM | $21,120 | – | 3,000 | +100.0% | 0.00% | – |
| CHE | New | CHEMED CORP NEW | $20,769 | – | 41 | +100.0% | 0.00% | – |
| RWVG | New | DIREXION SHS ETF TRrusell1000 val | $19,375 | – | 316 | +100.0% | 0.00% | – |
| SQFT | New | PRESIDIO PPTY TR INC | $19,808 | – | 5,339 | +100.0% | 0.00% | – |
| AL | New | AIR LEASE CORPcl a | $40,185 | – | 900 | +100.0% | 0.00% | – |
| New | FEDERAL RLTY INVT TR NEWsh ben int new | $29,053 | – | 238 | +100.0% | 0.00% | – | |
| UIS | New | UNISYS CORP | $19,427 | – | 899 | +100.0% | 0.00% | – |
| HYLD | New | EXCHANGE LISTED FDS TRhigh yield etf | $20,195 | – | 700 | +100.0% | 0.00% | – |
| MATX | New | MATSON INC | $24,124 | – | 200 | +100.0% | 0.00% | – |
| CMA | New | COMERICA INC | $30,294 | – | 335 | +100.0% | 0.00% | – |
| NBTB | New | NBT BANCORP INC | $42,272 | – | 1,170 | +100.0% | 0.00% | – |
| PEO | New | ADAM NAT RES FD INC | $19,779 | – | 945 | +100.0% | 0.00% | – |
| NTRA | New | NATERA INC | $31,324 | – | 770 | +100.0% | 0.00% | – |
| TDVG | New | T ROWE PRICE ETF INCprice div grwt | $25,193 | – | 750 | +100.0% | 0.00% | – |
| NOVA | New | SUNNOVA ENERGY INTL INC. | $36,942 | – | 1,602 | +100.0% | 0.00% | – |
| BLES | New | NORTHERN LTS FD TR IVinspire gbl esg | $17,618 | – | 490 | +100.0% | 0.00% | – |
| NXJ | New | NUVEEN NEW JERSEY QULT MUN F | $37,758 | – | 2,822 | +100.0% | 0.00% | – |
| SZC | New | CUSHING NEXTGEN INFRA INCM F | $20,410 | – | 457 | +100.0% | 0.00% | – |
| ADMA | New | ADMA BIOLOGICS INC | $1,830 | – | 1,000 | +100.0% | 0.00% | – |
| ASX | New | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $4,885 | – | 689 | +100.0% | 0.00% | – |
| BCI | New | ABRDN ETFS | $7,381 | – | 257 | +100.0% | 0.00% | – |
| DEMZ | New | ADVISORS INNER CIRCLE FD IIIdemcratic lg etf | $3,645 | – | 134 | +100.0% | 0.00% | – |
| AFB | New | ALLIANCEBERNSTEIN NATL MUN I | $7,378 | – | 586 | +100.0% | 0.00% | – |
| ATLO | New | AMES NATL CORP | $4,972 | – | 200 | +100.0% | 0.00% | – |
| AFT | New | APOLLO SR FLOATING RATE FD I | $833 | – | 57 | +100.0% | 0.00% | – |
| AIF | New | APOLLO TACTICAL INCOME FD IN | $1,910 | – | 133 | +100.0% | 0.00% | – |
| ARDC | New | ARES DYNAMIC CR ALLOCATION F | $2,628 | – | 182 | +100.0% | 0.00% | – |
| New | AUTOLUS THERAPEUTICS PLC CALLcall | $585 | – | 27 | +100.0% | 0.00% | – | |
| CDMO | New | AVID BIOSERVICES INC | $163 | – | 8 | +100.0% | 0.00% | – |
| BOKF | New | BOK FINL CORP | $1,503 | – | 16 | +100.0% | 0.00% | – |
| DMF | New | BNY MELLON MUN INCOME INC | $7,590 | – | 1,000 | +100.0% | 0.00% | – |
| New | BRC INC | $2,087 | – | 100 | +100.0% | 0.00% | – | |
| New | BELLRING BRANDS INC | $2,700 | – | 117 | +100.0% | 0.00% | – | |
| MVF | New | BLACKROCK MUNIVEST FD INC | $1,216 | – | 149 | +100.0% | 0.00% | – |
| MYD | New | BLACKROCK MUNIYIELD FD INC | $316 | – | 25 | +100.0% | 0.00% | – |
| MYI | New | BLACKROCK MUNIYIELD QUALITY | $11,182 | – | 891 | +100.0% | 0.00% | – |
| FRA | New | BLACKROCK FLOATING RATE INCO | $1,875 | – | 144 | +100.0% | 0.00% | – |
| RA | New | BROOKFIELD REAL ASSETS INCOM | $5,517 | – | 266 | +100.0% | 0.00% | – |
| BFA | New | BROWN FORMAN CORPcl a | $816 | – | 13 | +100.0% | 0.00% | – |
| BFLY | New | BUTTERFLY NETWORK INC | $3,403 | – | 715 | +100.0% | 0.00% | – |
| CNA | New | CNA FINL CORP | $1,070 | – | 22 | +100.0% | 0.00% | – |
| CNO | New | CNO FINL GROUP INC | $401 | – | 16 | +100.0% | 0.00% | – |
| New | CAPITAL GROUP DIVIDEND VALUE | $1,940 | – | 75 | +100.0% | 0.00% | – | |
| CLDT | New | CHATHAM LODGING TR | $1,600 | – | 116 | +100.0% | 0.00% | – |
| CLPR | New | CLIPPER RLTY INC | $907 | – | 100 | +100.0% | 0.00% | – |
| New | COLLABORATIVE INVESTMNT SERtuttle cap short | $5,783 | – | 125 | +100.0% | 0.00% | – | |
| ELP | New | COMPANHIA PARANAENSE ENERG Cspon ads | $2,753 | – | 352 | +100.0% | 0.00% | – |
| ROAD | New | CONSTRUCTION PARTNERS INC | $1,964 | – | 75 | +100.0% | 0.00% | – |
| CNVY | New | CONVEY HEALTH SOLUTIONS HLDG | $327 | – | 50 | +100.0% | 0.00% | – |
| CPG | New | CRESCENT PT ENERGY CORP | $9,213 | – | 1,270 | +100.0% | 0.00% | – |
| CCK | New | CROWN HLDGS INC | $1,626 | – | 13 | +100.0% | 0.00% | – |
| CMLS | New | CUMULUS MEDIA INC | $5,970 | – | 600 | +100.0% | 0.00% | – |
| KTF | New | DWS MUN INCOME TR | $958 | – | 92 | +100.0% | 0.00% | – |
| IVH | New | DELAWARE IVY HIGH INCOME OPP | $418 | – | 33 | +100.0% | 0.00% | – |
| VFL | New | DELAWARE INVTS NATL MUN INCOsh ben int | $13,725 | – | 1,085 | +100.0% | 0.00% | – |
| DLB | New | DOLBY LABORATORIES INC | $13,141 | – | 168 | +100.0% | 0.00% | – |
| SPDV | New | ETF SER SOLUTIONSaam s&p 500 | $6,340 | – | 200 | +100.0% | 0.00% | – |
| EOS | New | EATON VANCE ENHANCED EQUITY | $6,825 | – | 325 | +100.0% | 0.00% | – |
| ETG | New | EATON VANCE TX ADV GLBL DIV | $3,087 | – | 150 | +100.0% | 0.00% | – |
| EGHT | New | 8X8 INC NEW | $1,058 | – | 84 | +100.0% | 0.00% | – |
| ENVA | New | ENOVA INTL INC | $3,303 | – | 87 | +100.0% | 0.00% | – |
| New | ENVIVA INC | $6,992 | – | 88 | +100.0% | 0.00% | – | |
| ETH | New | ETHAN ALLEN INTERIORS INC | $2,737 | – | 105 | +100.0% | 0.00% | – |
| DUO | New | FANGDD NETWORK GROUP LTDsponsored ads | $3,681 | – | 10,000 | +100.0% | 0.00% | – |
| FDHY | New | FIDELITY COVINGTON TRUSThigh yild etf | $102 | – | 2 | +100.0% | 0.00% | – |
| FBMS | New | FIRST BANCSHARES INC MS | $5,049 | – | 150 | +100.0% | 0.00% | – |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $1,997 | – | 3 | +100.0% | 0.00% | – |
| FIBK | New | FIRST INTST BANCSYSTEM INC | $3,383 | – | 92 | +100.0% | 0.00% | – |
| FAB | New | FIRST TR MULTI CP VAL ALPHA | $7,469 | – | 100 | +100.0% | 0.00% | – |
| FAD | New | FIRST TR MULTI CAP GROWTH AL | $5,611 | – | 50 | +100.0% | 0.00% | – |
| FGD | New | FIRST TR EXCHANGE TRADED FDdj glbl divid | $2,534 | – | 100 | +100.0% | 0.00% | – |
| YDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe intl eqt | $5,263 | – | 258 | +100.0% | 0.00% | – |
| FLXS | New | FLEXSTEEL INDS INC | $3,860 | – | 200 | +100.0% | 0.00% | – |
| New | FRESHWORKS INC | $1,254 | – | 70 | +100.0% | 0.00% | – | |
| GAM | New | GENERAL AMERN INVS CO INC | $4,757 | – | 112 | +100.0% | 0.00% | – |
| QDIV | New | GLOBAL X FDSs&p 500 qlt etf | $8,961 | – | 264 | +100.0% | 0.00% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $851 | – | 26 | +100.0% | 0.00% | – |
| GNLN | New | GREENLANE HLDGS INCcl a | $298 | – | 532 | +100.0% | 0.00% | – |
| DIVS | New | GUINNESS ATKINSON FDSsmartetfs divid | $7,760 | – | 300 | +100.0% | 0.00% | – |
| HSII | New | HEIDRICK & STRUGGLES INTL IN | $2,771 | – | 70 | +100.0% | 0.00% | – |
| PCF | New | HIGH INCOME SECS FD | $11,088 | – | 1,400 | +100.0% | 0.00% | – |
| PBP | New | INVESCO EXCHANGE TRADED FD Ts&p500 buy wrt | $13,723 | – | 590 | +100.0% | 0.00% | – |
| PFI | New | INVESCO EXCHANGE TRADED FD Tdwa finl mumt | $4,913 | – | 100 | +100.0% | 0.00% | – |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $786 | – | 33 | +100.0% | 0.00% | – |
| VEGI | New | ISHARES INCglb agric pr etf | $8,323 | – | 175 | +100.0% | 0.00% | – |
| IAK | New | ISHARES TRu.s. insrnce etf | $2,007 | – | 22 | +100.0% | 0.00% | – |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $5,740 | – | 115 | +100.0% | 0.00% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $1,510 | – | 13 | +100.0% | 0.00% | – |
| LENB | New | LENNAR CORPcl b | $957 | – | 14 | +100.0% | 0.00% | – |
| MGU | New | MACQUARIE GLOBAL INFRASTRUCT | $231 | – | 9 | +100.0% | 0.00% | – |
| MTLS | New | MATERIALISE NVsponsored ads | $948 | – | 49 | +100.0% | 0.00% | – |
| MOH | New | MOLINA HEALTHCARE INC | $334 | – | 1 | +100.0% | 0.00% | – |
| New | MULLEN AUTOMOTIVE INC | $745 | – | 250 | +100.0% | 0.00% | – | |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $14,432 | – | 1,100 | +100.0% | 0.00% | – |
| NMS | New | NUVEEN MINN QUALITY MUN INM | $2,604 | – | 175 | +100.0% | 0.00% | – |
| JRI | New | NUVEEN REAL ASSET INCOME & G | $6,937 | – | 454 | +100.0% | 0.00% | – |
| New | OLAPLEX HLDGS INC | $1,313 | – | 84 | +100.0% | 0.00% | – | |
| OXLC | New | OXFORD LANE CAP CORP | $14,053 | – | 1,941 | +100.0% | 0.00% | – |
| PHYL | New | PGIM ETF TRactv hy bd etf | $2,327 | – | 61 | +100.0% | 0.00% | – |
| ISD | New | PGIM HIGH YIELD BOND FUND IN | $5,023 | – | 350 | +100.0% | 0.00% | – |
| GHY | New | PGIM GLOBAL HIGH YIELD FD FO | $7,567 | – | 566 | +100.0% | 0.00% | – |
| MAV | New | PIONEER MUNICIPAL HIGH INCOM | $393 | – | 40 | +100.0% | 0.00% | – |
| MHI | New | PIONEER MUNICIPAL HIGH INCOM | $462 | – | 44 | +100.0% | 0.00% | – |
| New | PLANET LABS PBC | $508 | – | 100 | +100.0% | 0.00% | – | |
| PCH | New | POTLATCHDELTIC CORPORATION | $2,637 | – | 50 | +100.0% | 0.00% | – |
| New | PRECISION BIOSCIENCES INC CALLcall | $3,300 | – | 30 | +100.0% | 0.00% | – | |
| PGZ | New | PRINCIPAL REAL ESTATE INCOME | $7,860 | – | 500 | +100.0% | 0.00% | – |
| PLX | New | PROTALIX BIOTHERAPEUTICS INC | $530 | – | 500 | +100.0% | 0.00% | – |
| New | THE REAL GOOD FOOD COMPANY I | $2,686 | – | 340 | +100.0% | 0.00% | – | |
| RAD | New | RITE AID CORP | $22 | – | 3 | +100.0% | 0.00% | – |
| RFM | New | RIVERNORTH FLEXIBLE MUN INCO | $372 | – | 20 | +100.0% | 0.00% | – |
| RCKT | New | ROCKET PHARMACEUTICALS INC | $3,172 | – | 200 | +100.0% | 0.00% | – |
| SPYX | New | SPDR SER TRspdr s&p 500 etf | $12,989 | – | 117 | +100.0% | 0.00% | – |
| SABR | New | SABRE CORP | $2,286 | – | 200 | +100.0% | 0.00% | – |
| New | SARCOS TECHN AND ROBOTICS CO | $7,481 | – | 1,125 | +100.0% | 0.00% | – | |
| SCHN | New | SCHNITZER STEEL INDS INCcl a | $2,233 | – | 43 | +100.0% | 0.00% | – |
| SEE | New | SEALED AIR CORP NEW | $1,942 | – | 29 | +100.0% | 0.00% | – |
| S | New | SENTINELONE INCcl a | $1,782 | – | 46 | +100.0% | 0.00% | – |
| New | SERIES PORTFOLIOS TRinfracap equity | $3,089 | – | 100 | +100.0% | 0.00% | – | |
| SSTK | New | SHUTTERSTOCK INC | $1,675 | – | 18 | +100.0% | 0.00% | – |
| New | SIMPLIFY EXCHANGE TRADED FUNtail risk strat | $403 | – | 20 | +100.0% | 0.00% | – | |
| TGRW | New | T ROWE PRICE ETF INCprice grw stock | $8,738 | – | 300 | +100.0% | 0.00% | – |
| TEI | New | TEMPLETON EMERGING MKTS INCO | $11,905 | – | 1,738 | +100.0% | 0.00% | – |
| TME | New | TENCENT MUSIC ENTMT GROUPspon ads | $487 | – | 100 | +100.0% | 0.00% | – |
| New | TERRAN ORBITAL CORPORATION | $344 | – | 50 | +100.0% | 0.00% | – | |
| SKIN | New | THE BEAUTY HEALTH COMPANY | $2,397 | – | 142 | +100.0% | 0.00% | – |
| TCX | New | TUCOWS INC | $3,415 | – | 50 | +100.0% | 0.00% | – |
| SLX | New | VANECK ETF TRUSTsteel etf | $2,035 | – | 30 | +100.0% | 0.00% | – |
| VFVA | New | VANGUARD WELLINGTON FDus value factr | $213 | – | 2 | +100.0% | 0.00% | – |
| VSDA | New | VICTORY PORTFOLIOS II | $14,421 | – | 312 | +100.0% | 0.00% | – |
| IHD | New | VOYA EMERGING MKTS HIGH DIVI | $13,400 | – | 2,000 | +100.0% | 0.00% | – |
| WSFS | New | WSFS FINL CORP | $4,429 | – | 95 | +100.0% | 0.00% | – |
| WNC | New | WABASH NATL CORP | $742 | – | 50 | +100.0% | 0.00% | – |
| EAD | New | ALLSPRING INCOME OPPORTUNITinc oppty fd | $3,523 | – | 446 | +100.0% | 0.00% | – |
| EOD | New | ALLSPRING GLOBAL DIVIDEND OP | $567 | – | 107 | +100.0% | 0.00% | – |
| WIW | New | WESTERN AST INFL LKD OPP & I | $5,390 | – | 449 | +100.0% | 0.00% | – |
| New | WORLD GOLD TRspdr gld minis | $4,463 | – | 116 | +100.0% | 0.00% | – | |
| XHR | New | XENIA HOTELS & RESORTS INC | $5,748 | – | 298 | +100.0% | 0.00% | – |
| XTNT | New | XTANT MED HLDGS INC | $198 | – | 291 | +100.0% | 0.00% | – |
| XMTR | New | XOMETRY INC | $845 | – | 23 | +100.0% | 0.00% | – |
| New | ZIMVIE INC | $1,233 | – | 54 | +100.0% | 0.00% | – | |
| New | JOBY AVIATION INC | $4,455 | – | 673 | +100.0% | 0.00% | – | |
| DHT | New | DHT HOLDINGS INC | $5,800 | – | 1,000 | +100.0% | 0.00% | – |
| GSL | New | GLOBAL SHIP LEASE INC NEW | $4,160 | – | 146 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-03-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2022 | 4.9% |
| ISHARES TR | 20 | Q3 2022 | 3.3% |
| VANGUARD INDEX FDS | 20 | Q3 2022 | 2.4% |
| VANGUARD INDEX FDS | 20 | Q3 2022 | 1.9% |
| SPDR S&P 500 ETF TR | 20 | Q3 2022 | 2.2% |
| MICROSOFT CORP | 20 | Q3 2022 | 2.0% |
| AMAZON COM INC | 20 | Q3 2022 | 1.9% |
| ARK ETF TR | 20 | Q3 2022 | 2.9% |
| VANGUARD WHITEHALL FDS INC | 20 | Q3 2022 | 1.2% |
| NVIDIA CORPORATION | 20 | Q3 2022 | 1.8% |
View American Portfolios Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-NT | 2024-02-12 |
| 13F-NT | 2023-11-14 |
| 13F-NT | 2023-08-14 |
| 13F-NT | 2023-05-15 |
| 13F-HR | 2023-03-24 |
| 13F-HR | 2023-03-24 |
| 13F-HR | 2023-03-24 |
| 13F-HR | 2023-03-24 |
| 13F-HR | 2023-03-24 |
| 13F-HR | 2023-03-24 |
View American Portfolios Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.