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
2676
$8.71K ﹤0.01%
146
+46
2677
$8.71K ﹤0.01%
+352
2678
$8.69K ﹤0.01%
412
2679
$8.68K ﹤0.01%
356
2680
$8.68K ﹤0.01%
350
-229
2681
$8.67K ﹤0.01%
135
2682
$8.66K ﹤0.01%
+1,250
2683
$8.66K ﹤0.01%
81
2684
$8.64K ﹤0.01%
546
+32
2685
$8.64K ﹤0.01%
150
2686
$8.62K ﹤0.01%
308
2687
$8.59K ﹤0.01%
257
+38
2688
$8.58K ﹤0.01%
304
2689
$8.53K ﹤0.01%
313
+60
2690
$8.48K ﹤0.01%
100
2691
$8.47K ﹤0.01%
+65
2692
$8.44K ﹤0.01%
83
-48
2693
$8.44K ﹤0.01%
2,000
2694
$8.41K ﹤0.01%
638
-230
2695
$8.4K ﹤0.01%
315
2696
$8.3K ﹤0.01%
670
2697
$8.29K ﹤0.01%
110
2698
$8.28K ﹤0.01%
148
2699
$8.24K ﹤0.01%
60
+27
2700
$8.22K ﹤0.01%
240
-170
106 107
108
109 110