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
2576
$11.4K ﹤0.01%
2,995
-4,944
2577
$11.4K ﹤0.01%
38
-437
2578
$11.4K ﹤0.01%
395
+7
2579
$11.3K ﹤0.01%
414
-939
2580
$11.3K ﹤0.01%
238
+8
2581
$11.2K ﹤0.01%
189
2582
$11.2K ﹤0.01%
820
-1,219
2583
$11.1K ﹤0.01%
100
2584
$11.1K ﹤0.01%
230
-4
2585
$11K ﹤0.01%
2,715
-92,648
2586
$11K ﹤0.01%
450
2587
$10.9K ﹤0.01%
306
+6
2588
$10.9K ﹤0.01%
201
-29
2589
$10.8K ﹤0.01%
615
+460
2590
$10.8K ﹤0.01%
490
+5
2591
$10.8K ﹤0.01%
355
2592
$10.7K ﹤0.01%
400
-400
2593
$10.7K ﹤0.01%
135
+50
2594
$10.6K ﹤0.01%
+300
2595
$10.6K ﹤0.01%
145
2596
$10.6K ﹤0.01%
787
2597
$10.6K ﹤0.01%
175
2598
$10.6K ﹤0.01%
151
+61
2599
$10.5K ﹤0.01%
607
2600
$10.5K ﹤0.01%
765
102 103
104
105 106