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
3076
$2.95K ﹤0.01%
43
+7
3077
$2.94K ﹤0.01%
621
3078
$2.94K ﹤0.01%
38
3079
$2.9K ﹤0.01%
185
3080
$2.9K ﹤0.01%
50
3081
$2.85K ﹤0.01%
97
3082
$2.83K ﹤0.01%
+214
3083
$2.81K ﹤0.01%
126
3084
$2.81K ﹤0.01%
+79
3085
$2.81K ﹤0.01%
+28
3086
$2.8K ﹤0.01%
273
3087
$2.79K ﹤0.01%
215
-1,000
3088
$2.79K ﹤0.01%
113
3089
$2.79K ﹤0.01%
32
-6
3090
$2.77K ﹤0.01%
+17
3091
$2.76K ﹤0.01%
593
+58
3092
$2.76K ﹤0.01%
46
3093
$2.75K ﹤0.01%
+12
3094
$2.73K ﹤0.01%
23
-123
3095
$2.73K ﹤0.01%
10
3096
$2.72K ﹤0.01%
30
-264
3097
$2.71K ﹤0.01%
144
3098
$2.71K ﹤0.01%
100
3099
$2.7K ﹤0.01%
435
+100
3100
$2.69K ﹤0.01%
52
122 123
124
125 126