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
2776
$6.91K ﹤0.01%
205
-100
2777
$6.88K ﹤0.01%
105
2778
$6.87K ﹤0.01%
+350
2779
$6.86K ﹤0.01%
274
2780
$6.86K ﹤0.01%
264
-86
2781
$6.86K ﹤0.01%
69
2782
$6.85K ﹤0.01%
20
2783
$6.83K ﹤0.01%
3,280
2784
$6.82K ﹤0.01%
627
2785
$6.81K ﹤0.01%
147
+7
2786
$6.79K ﹤0.01%
175
2787
$6.76K ﹤0.01%
143
2788
$6.69K ﹤0.01%
140
2789
$6.65K ﹤0.01%
1,071
2790
$6.6K ﹤0.01%
43
2791
$6.58K ﹤0.01%
155
-5,291
2792
$6.58K ﹤0.01%
807
2793
$6.55K ﹤0.01%
90
-267
2794
$6.55K ﹤0.01%
1,260
2795
$6.5K ﹤0.01%
19
2796
$6.5K ﹤0.01%
600
2797
$6.49K ﹤0.01%
143
2798
$6.49K ﹤0.01%
32
2799
$6.43K ﹤0.01%
509
-491
2800
$6.43K ﹤0.01%
67
110 111
112
113 114