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
2951
$4.24K ﹤0.01%
73
2952
$4.24K ﹤0.01%
97
+26
2953
$4.23K ﹤0.01%
1,084
2954
$4.21K ﹤0.01%
47
2955
$4.2K ﹤0.01%
+1,000
2956
$4.19K ﹤0.01%
1,000
2957
$4.19K ﹤0.01%
100
2958
$4.18K ﹤0.01%
63
2959
$4.16K ﹤0.01%
31
2960
$4.16K ﹤0.01%
98
+11
2961
$4.15K ﹤0.01%
400
2962
$4.15K ﹤0.01%
2,280
2963
$4.14K ﹤0.01%
911
2964
$4.12K ﹤0.01%
1,333
2965
$4.12K ﹤0.01%
200
+100
2966
$4.11K ﹤0.01%
7
+6
2967
$4.07K ﹤0.01%
117
2968
$4.07K ﹤0.01%
+165
2969
$4.06K ﹤0.01%
80
2970
$4.05K ﹤0.01%
150
2971
$4.04K ﹤0.01%
34
2972
$4.03K ﹤0.01%
32
2973
$4.02K ﹤0.01%
55
2974
$4.02K ﹤0.01%
+240
2975
$4.02K ﹤0.01%
750
117 118
119
120 121