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
2976
$4.01K ﹤0.01%
1,571
2977
$3.99K ﹤0.01%
300
2978
$3.99K ﹤0.01%
50
2979
$3.99K ﹤0.01%
210
2980
$3.97K ﹤0.01%
50
2981
$3.97K ﹤0.01%
1,627
2982
$3.95K ﹤0.01%
1,000
2983
$3.94K ﹤0.01%
47
-7
2984
$3.94K ﹤0.01%
160
2985
$3.93K ﹤0.01%
275
2986
$3.93K ﹤0.01%
41
2987
$3.93K ﹤0.01%
100
2988
$3.92K ﹤0.01%
55
+20
2989
$3.88K ﹤0.01%
39
+11
2990
$3.88K ﹤0.01%
41
+15
2991
$3.87K ﹤0.01%
355
+188
2992
$3.86K ﹤0.01%
62
+8
2993
$3.85K ﹤0.01%
92
-9
2994
$3.83K ﹤0.01%
190
+1
2995
$3.79K ﹤0.01%
300
2996
$3.77K ﹤0.01%
1,000
2997
$3.77K ﹤0.01%
31
2998
$3.75K ﹤0.01%
85
2999
$3.74K ﹤0.01%
139
3000
$3.74K ﹤0.01%
250
-86
118 119
120
121 122