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
2826
$6.04K ﹤0.01%
50
2827
$6.03K ﹤0.01%
420
2828
$6.01K ﹤0.01%
80
-110
2829
$6K ﹤0.01%
40
2830
$5.99K ﹤0.01%
80
-50
2831
$5.99K ﹤0.01%
31
-17
2832
$5.99K ﹤0.01%
40
2833
$5.97K ﹤0.01%
186
2834
$5.92K ﹤0.01%
73
2835
$5.91K ﹤0.01%
+161
2836
$5.91K ﹤0.01%
66
2837
$5.87K ﹤0.01%
154
+38
2838
$5.85K ﹤0.01%
32
2839
$5.84K ﹤0.01%
200
-1,520
2840
$5.83K ﹤0.01%
150
2841
$5.83K ﹤0.01%
50
2842
$5.83K ﹤0.01%
60
2843
$5.76K ﹤0.01%
117
2844
$5.75K ﹤0.01%
109
2845
$5.75K ﹤0.01%
220
-60
2846
$5.74K ﹤0.01%
100
2847
$5.71K ﹤0.01%
384
2848
$5.71K ﹤0.01%
67
2849
$5.7K ﹤0.01%
461
2850
$5.67K ﹤0.01%
569
112 113
114
115 116