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
2876
$5.21K ﹤0.01%
445
2877
$5.2K ﹤0.01%
325
2878
$5.17K ﹤0.01%
21
2879
$5.15K ﹤0.01%
73
-20
2880
$5.14K ﹤0.01%
160
2881
$5.11K ﹤0.01%
500
2882
$5.11K ﹤0.01%
150
+50
2883
$5.1K ﹤0.01%
90
2884
$5.07K ﹤0.01%
100
2885
$5.07K ﹤0.01%
129
2886
$5.05K ﹤0.01%
29
-109
2887
$5.05K ﹤0.01%
65
+33
2888
$5.05K ﹤0.01%
236
2889
$5.04K ﹤0.01%
175
+9
2890
$5.03K ﹤0.01%
317
2891
$5.03K ﹤0.01%
97
-12
2892
$5.02K ﹤0.01%
70
2893
$5.01K ﹤0.01%
+100
2894
$4.98K ﹤0.01%
137
-660
2895
$4.97K ﹤0.01%
173
2896
$4.97K ﹤0.01%
61
2897
$4.95K ﹤0.01%
200
2898
$4.94K ﹤0.01%
34
2899
$4.93K ﹤0.01%
81
2900
$4.92K ﹤0.01%
519
114 115
116
117 118