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
$2.96B
AUM Growth
+$297M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,650
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$6.12M
3
+$5.45M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.98M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.68M

Top Sells

1
+$8.36M
2
+$8.23M
3
+$7.3M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$5.37M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.17M

Sector Composition

1 Technology 14.14%
2 Consumer Discretionary 5.57%
3 Healthcare 5.26%
4 Financials 4.08%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$14.3K ﹤0.01%
55
2477
$14.3K ﹤0.01%
208
2478
$14.3K ﹤0.01%
142
+75
2479
$14.3K ﹤0.01%
105
2480
$14.3K ﹤0.01%
700
2481
$14.3K ﹤0.01%
+547
2482
$14.2K ﹤0.01%
589
+7
2483
$14.1K ﹤0.01%
267
2484
$14.1K ﹤0.01%
147
-963
2485
$14.1K ﹤0.01%
218
-386
2486
$14K ﹤0.01%
692
2487
$14K ﹤0.01%
250
2488
$14K ﹤0.01%
+1,100
2489
$14K ﹤0.01%
423
2490
$14K ﹤0.01%
1,500
2491
$14K ﹤0.01%
130
-8
2492
$14K ﹤0.01%
2,250
2493
$13.9K ﹤0.01%
175
2494
$13.9K ﹤0.01%
3,600
-3,600
2495
$13.9K ﹤0.01%
432
2496
$13.8K ﹤0.01%
200
2497
$13.8K ﹤0.01%
173
+113
2498
$13.8K ﹤0.01%
+291
2499
$13.8K ﹤0.01%
1,650
2500
$13.7K ﹤0.01%
904
98 99
100
101 102