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
2851
$5.66K ﹤0.01%
85
-37
2852
$5.65K ﹤0.01%
333
2853
$5.64K ﹤0.01%
63
+2
2854
$5.61K ﹤0.01%
1,000
2855
$5.58K ﹤0.01%
17
2856
$5.54K ﹤0.01%
791
2857
$5.53K ﹤0.01%
1,150
-250
2858
$5.49K ﹤0.01%
150
2859
$5.48K ﹤0.01%
747
-187
2860
$5.47K ﹤0.01%
308
2861
$5.47K ﹤0.01%
26
2862
$5.44K ﹤0.01%
200
2863
$5.43K ﹤0.01%
715
2864
$5.42K ﹤0.01%
300
+50
2865
$5.38K ﹤0.01%
500
-100
2866
$5.37K ﹤0.01%
400
2867
$5.37K ﹤0.01%
113
2868
$5.33K ﹤0.01%
154
2869
$5.32K ﹤0.01%
330
2870
$5.32K ﹤0.01%
100
2871
$5.31K ﹤0.01%
100
2872
$5.31K ﹤0.01%
1,310
2873
$5.26K ﹤0.01%
283
2874
$5.23K ﹤0.01%
125
2875
$5.21K ﹤0.01%
550
113 114
115
116 117