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
2901
$4.9K ﹤0.01%
153
2902
$4.87K ﹤0.01%
200
2903
$4.86K ﹤0.01%
60
2904
$4.86K ﹤0.01%
+68
2905
$4.85K ﹤0.01%
90
2906
$4.82K ﹤0.01%
792
2907
$4.82K ﹤0.01%
500
2908
$4.82K ﹤0.01%
84
2909
$4.82K ﹤0.01%
160
+66
2910
$4.81K ﹤0.01%
500
2911
$4.81K ﹤0.01%
455
-400
2912
$4.8K ﹤0.01%
+62
2913
$4.78K ﹤0.01%
+671
2914
$4.78K ﹤0.01%
+203
2915
$4.77K ﹤0.01%
106
2916
$4.76K ﹤0.01%
172
+117
2917
$4.75K ﹤0.01%
260
2918
$4.73K ﹤0.01%
54
+1
2919
$4.72K ﹤0.01%
108
2920
$4.7K ﹤0.01%
210
-62
2921
$4.65K ﹤0.01%
1,000
-500
2922
$4.65K ﹤0.01%
50
2923
$4.63K ﹤0.01%
100
2924
$4.62K ﹤0.01%
155
2925
$4.61K ﹤0.01%
100
-100
115 116
117
118 119