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
276
$2.05M 0.07%
38,176
-621
277
$2.03M 0.07%
17,079
-620
278
$2.02M 0.07%
17,574
+641
279
$2.02M 0.07%
9,695
+173
280
$2.02M 0.07%
25,695
+11,433
281
$2.02M 0.07%
41,268
+183
282
$2M 0.07%
18,518
+457
283
$2M 0.07%
16,602
+3,183
284
$2M 0.07%
11,799
+781
285
$1.99M 0.07%
15,313
-1,248
286
$1.98M 0.07%
21,516
+4,685
287
$1.96M 0.07%
35,540
+1,601
288
$1.95M 0.07%
20,578
-9,752
289
$1.94M 0.07%
25,423
+5,125
290
$1.94M 0.07%
7,710
+202
291
$1.93M 0.07%
14,142
+78
292
$1.9M 0.06%
89,041
-3,033
293
$1.89M 0.06%
4,282
+151
294
$1.88M 0.06%
28,343
-60
295
$1.88M 0.06%
32,862
+1,708
296
$1.87M 0.06%
19,412
+4,932
297
$1.87M 0.06%
49,292
+3,324
298
$1.87M 0.06%
2,345
+698
299
$1.86M 0.06%
56,741
-5,240
300
$1.86M 0.06%
17,714
+1,231
10 11
12
13 14