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
2926
$4.6K ﹤0.01%
175
2927
$4.6K ﹤0.01%
69
2928
$4.6K ﹤0.01%
123
+2
2929
$4.59K ﹤0.01%
172
-3
2930
$4.59K ﹤0.01%
200
-47,255
2931
$4.58K ﹤0.01%
150
2932
$4.55K ﹤0.01%
60
2933
$4.48K ﹤0.01%
12
2934
$4.47K ﹤0.01%
229
2935
$4.45K ﹤0.01%
169
2936
$4.45K ﹤0.01%
12
-9
2937
$4.45K ﹤0.01%
34
2938
$4.44K ﹤0.01%
32
2939
$4.41K ﹤0.01%
269
2940
$4.4K ﹤0.01%
155
2941
$4.36K ﹤0.01%
502
2942
$4.36K ﹤0.01%
100
2943
$4.35K ﹤0.01%
87
+1
2944
$4.33K ﹤0.01%
150
2945
$4.31K ﹤0.01%
75
-125
2946
$4.31K ﹤0.01%
90
2947
$4.3K ﹤0.01%
75
2948
$4.28K ﹤0.01%
118
-38
2949
$4.26K ﹤0.01%
173
-31
2950
$4.24K ﹤0.01%
196
+1
116 117
118
119 120