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
2551
$11.9K ﹤0.01%
424
2552
– –
0
2553
$11.9K ﹤0.01%
1,590
2554
$11.9K ﹤0.01%
520
-5,606
2555
$11.9K ﹤0.01%
486
+24
2556
$11.9K ﹤0.01%
50
2557
$11.8K ﹤0.01%
300
2558
$11.8K ﹤0.01%
2
2559
$11.8K ﹤0.01%
339
2560
$11.8K ﹤0.01%
+3
2561
$11.8K ﹤0.01%
273
-418
2562
$11.7K ﹤0.01%
204
-249
2563
$11.7K ﹤0.01%
335
2564
$11.7K ﹤0.01%
404
+4
2565
$11.7K ﹤0.01%
75
2566
$11.6K ﹤0.01%
195
2567
$11.6K ﹤0.01%
690
2568
$11.6K ﹤0.01%
875
2569
$11.6K ﹤0.01%
1,300
-1,000
2570
$11.6K ﹤0.01%
2,000
+500
2571
$11.5K ﹤0.01%
450
2572
$11.5K ﹤0.01%
127
+27
2573
$11.4K ﹤0.01%
1,450
-2,050
2574
$11.4K ﹤0.01%
815
+180
2575
$11.4K ﹤0.01%
486
+124
101 102
103
104 105