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
2751
$7.26K ﹤0.01%
211
-78
2752
$7.25K ﹤0.01%
1,590
-220
2753
$7.23K ﹤0.01%
291
2754
$7.22K ﹤0.01%
200
2755
$7.2K ﹤0.01%
699
2756
$7.15K ﹤0.01%
310
-11
2757
$7.13K ﹤0.01%
8
-8
2758
$7.1K ﹤0.01%
99
+34
2759
$7.06K ﹤0.01%
62
2760
$7.06K ﹤0.01%
406
2761
$7.06K ﹤0.01%
146
2762
$7.06K ﹤0.01%
833
-3,246
2763
$7.05K ﹤0.01%
+265
2764
$7.04K ﹤0.01%
350
2765
$7.02K ﹤0.01%
810
2766
$7.01K ﹤0.01%
202
+160
2767
$7K ﹤0.01%
97
-200
2768
$6.99K ﹤0.01%
155
2769
$6.98K ﹤0.01%
150
2770
$6.98K ﹤0.01%
+125
2771
$6.97K ﹤0.01%
250
2772
$6.94K ﹤0.01%
119
2773
$6.94K ﹤0.01%
114
2774
$6.92K ﹤0.01%
+305
2775
$6.92K ﹤0.01%
2,000
109 110
111
112 113