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
251
$2.36M 0.08%
21,010
+6,318
252
$2.36M 0.08%
33,627
-14,107
253
$2.34M 0.08%
32,053
+1,823
254
$2.33M 0.08%
12,725
+1,258
255
$2.32M 0.08%
26,525
-268
256
$2.31M 0.08%
11,558
-1,456
257
$2.28M 0.08%
24,011
+4,380
258
$2.26M 0.08%
29,411
+573
259
$2.26M 0.08%
23,672
+2,967
260
$2.23M 0.08%
33,920
+2,811
261
$2.22M 0.08%
13,583
+705
262
$2.22M 0.07%
21,241
-12,101
263
$2.22M 0.07%
6,290
+108
264
$2.2M 0.07%
30,099
+3,801
265
$2.2M 0.07%
66,734
-25,616
266
$2.19M 0.07%
+40,097
267
$2.16M 0.07%
42,496
+35,191
268
$2.16M 0.07%
42,059
-1,358
269
$2.15M 0.07%
35,345
+55
270
$2.12M 0.07%
9,322
-1,820
271
$2.11M 0.07%
37,897
+1,100
272
$2.1M 0.07%
17,538
+2,194
273
$2.09M 0.07%
38,778
-4,822
274
$2.09M 0.07%
6,081
-1,578
275
$2.05M 0.07%
17,371
+915
9 10
11
12 13