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
2501
$13.7K ﹤0.01%
518
2502
$13.7K ﹤0.01%
8,000
2503
$13.6K ﹤0.01%
1,800
2504
$13.6K ﹤0.01%
413
2505
$13.4K ﹤0.01%
1,146
2506
$13.4K ﹤0.01%
224
2507
$13.4K ﹤0.01%
310
2508
$13.4K ﹤0.01%
230
2509
$13.3K ﹤0.01%
3,426
+1,450
2510
$13.3K ﹤0.01%
200
2511
$13.3K ﹤0.01%
404
+350
2512
$13.3K ﹤0.01%
28
+24
2513
$13.3K ﹤0.01%
2,850
2514
$13.2K ﹤0.01%
363
-480
2515
$13.2K ﹤0.01%
497
2516
$13.2K ﹤0.01%
1,977
+625
2517
$13.2K ﹤0.01%
915
2518
$13.2K ﹤0.01%
2,100
+2,000
2519
$13K ﹤0.01%
371
2520
$13K ﹤0.01%
4
+2
2521
$13K ﹤0.01%
192
2522
$13K ﹤0.01%
593
-75
2523
$12.9K ﹤0.01%
90
2524
$12.9K ﹤0.01%
400
-133
2525
$12.8K ﹤0.01%
280
99 100
101
102 103