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
2726
$7.82K ﹤0.01%
176
-650
2727
$7.81K ﹤0.01%
431
+20
2728
$7.73K ﹤0.01%
258
-38
2729
$7.72K ﹤0.01%
5,632
2730
$7.71K ﹤0.01%
91
+21
2731
$7.7K ﹤0.01%
130
+8
2732
$7.68K ﹤0.01%
48
+19
2733
$7.65K ﹤0.01%
276
2734
$7.6K ﹤0.01%
198
2735
$7.6K ﹤0.01%
180
2736
$7.59K ﹤0.01%
168
2737
$7.59K ﹤0.01%
1,060
+14
2738
$7.58K ﹤0.01%
750
-1,000
2739
$7.54K ﹤0.01%
433
2740
$7.54K ﹤0.01%
555
+6
2741
$7.54K ﹤0.01%
128
2742
$7.53K ﹤0.01%
+250
2743
$7.52K ﹤0.01%
+300
2744
$7.51K ﹤0.01%
89
2745
$7.5K ﹤0.01%
273
2746
$7.44K ﹤0.01%
463
2747
$7.43K ﹤0.01%
214
2748
$7.37K ﹤0.01%
267
-99
2749
$7.33K ﹤0.01%
300
2750
$7.28K ﹤0.01%
+334
108 109
110
111 112