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
3051
$3.13K ﹤0.01%
100
3052
$3.12K ﹤0.01%
54
+9
3053
$3.12K ﹤0.01%
50
3054
$3.1K ﹤0.01%
73
+10
3055
$3.09K ﹤0.01%
138
3056
$3.06K ﹤0.01%
160
3057
$3.06K ﹤0.01%
78
+10
3058
$3.06K ﹤0.01%
100
3059
$3.05K ﹤0.01%
71
3060
$3.05K ﹤0.01%
84
3061
$3.05K ﹤0.01%
100
3062
$3.05K ﹤0.01%
225
3063
$3.05K ﹤0.01%
686
3064
$3.04K ﹤0.01%
20
-6
3065
$3.04K ﹤0.01%
146
+82
3066
$3.03K ﹤0.01%
+155
3067
$3.01K ﹤0.01%
86
3068
$3.01K ﹤0.01%
+9
3069
$3K ﹤0.01%
+66
3070
$3K ﹤0.01%
91
3071
$2.99K ﹤0.01%
137
3072
$2.99K ﹤0.01%
103
+2
3073
$2.97K ﹤0.01%
150
3074
$2.96K ﹤0.01%
19
3075
$2.95K ﹤0.01%
115
+30
121 122
123
124 125