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
3026
$3.38K ﹤0.01%
450
3027
$3.37K ﹤0.01%
240
3028
$3.36K ﹤0.01%
39
+36
3029
$3.34K ﹤0.01%
153
3030
$3.34K ﹤0.01%
28
3031
$3.33K ﹤0.01%
93
3032
$3.33K ﹤0.01%
260
3033
$3.32K ﹤0.01%
83
3034
$3.31K ﹤0.01%
51
3035
$3.31K ﹤0.01%
151
+1
3036
$3.3K ﹤0.01%
95
3037
$3.28K ﹤0.01%
290
3038
$3.23K ﹤0.01%
174
3039
$3.22K ﹤0.01%
51
3040
$3.2K ﹤0.01%
67
3041
$3.2K ﹤0.01%
75
3042
$3.19K ﹤0.01%
+15
3043
$3.19K ﹤0.01%
+336
3044
$3.19K ﹤0.01%
60
+42
3045
$3.18K ﹤0.01%
88
3046
$3.16K ﹤0.01%
629
3047
$3.15K ﹤0.01%
1,000
3048
$3.15K ﹤0.01%
+325
3049
$3.13K ﹤0.01%
20
3050
$3.13K ﹤0.01%
203
120 121
122
123 124