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
2701
$8.22K ﹤0.01%
150
2702
$8.19K ﹤0.01%
569
2703
$8.16K ﹤0.01%
97
+20
2704
$8.15K ﹤0.01%
163
+100
2705
$8.14K ﹤0.01%
182
+17
2706
$8.13K ﹤0.01%
325
+305
2707
$8.1K ﹤0.01%
166
2708
$8.08K ﹤0.01%
2,250
2709
$8.07K ﹤0.01%
146
-301
2710
$8.06K ﹤0.01%
256
+25
2711
$8.04K ﹤0.01%
504
-951
2712
$8.01K ﹤0.01%
384
-810
2713
$8K ﹤0.01%
+25
2714
$8K ﹤0.01%
500
-92
2715
$7.98K ﹤0.01%
214
2716
$7.96K ﹤0.01%
139
2717
$7.91K ﹤0.01%
235
2718
$7.9K ﹤0.01%
500
-198
2719
$7.88K ﹤0.01%
250
-681
2720
$7.88K ﹤0.01%
750
2721
$7.87K ﹤0.01%
395
+300
2722
$7.86K ﹤0.01%
237
+24
2723
$7.85K ﹤0.01%
550
2724
$7.83K ﹤0.01%
297
-156
2725
$7.83K ﹤0.01%
73
107 108
109
110 111