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
3001
$3.74K ﹤0.01%
110
3002
$3.73K ﹤0.01%
167
3003
$3.71K ﹤0.01%
100
3004
$3.67K ﹤0.01%
79
3005
$3.65K ﹤0.01%
175
3006
$3.6K ﹤0.01%
38
3007
$3.59K ﹤0.01%
73
3008
$3.58K ﹤0.01%
78
3009
$3.57K ﹤0.01%
11
3010
$3.57K ﹤0.01%
109
-76
3011
$3.55K ﹤0.01%
152
3012
$3.54K ﹤0.01%
18
3013
$3.52K ﹤0.01%
191
3014
$3.52K ﹤0.01%
100
3015
$3.51K ﹤0.01%
29
3016
$3.49K ﹤0.01%
25
3017
$3.47K ﹤0.01%
+119
3018
$3.45K ﹤0.01%
200
3019
$3.44K ﹤0.01%
312
+126
3020
$3.43K ﹤0.01%
500
3021
$3.41K ﹤0.01%
219
3022
$3.41K ﹤0.01%
113
3023
$3.4K ﹤0.01%
536
+250
3024
$3.39K ﹤0.01%
33
3025
$3.38K ﹤0.01%
38
119 120
121
122 123