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
2801
$6.41K ﹤0.01%
78
2802
$6.4K ﹤0.01%
30
2803
$6.36K ﹤0.01%
+362
2804
$6.36K ﹤0.01%
277
+83
2805
$6.33K ﹤0.01%
99
-352
2806
$6.31K ﹤0.01%
150
2807
$6.29K ﹤0.01%
155
+50
2808
$6.28K ﹤0.01%
39
2809
$6.22K ﹤0.01%
82
-9
2810
$6.21K ﹤0.01%
244
2811
$6.18K ﹤0.01%
466
+5
2812
$6.18K ﹤0.01%
33
-58
2813
$6.18K ﹤0.01%
215
+2
2814
$6.16K ﹤0.01%
160
2815
$6.16K ﹤0.01%
222
2816
$6.15K ﹤0.01%
120
2817
$6.14K ﹤0.01%
455
+104
2818
$6.13K ﹤0.01%
75
2819
$6.09K ﹤0.01%
113
2820
$6.09K ﹤0.01%
+396
2821
$6.08K ﹤0.01%
94
2822
$6.08K ﹤0.01%
210
2823
$6.06K ﹤0.01%
287
-1,442
2824
$6.04K ﹤0.01%
+112
2825
$6.04K ﹤0.01%
183
111 112
113
114 115