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
3101
$2.69K ﹤0.01%
97
+2
3102
$2.69K ﹤0.01%
251
3103
$2.69K ﹤0.01%
40
-65
3104
$2.69K ﹤0.01%
+100
3105
$2.68K ﹤0.01%
70
3106
$2.67K ﹤0.01%
120
3107
$2.63K ﹤0.01%
+34
3108
$2.63K ﹤0.01%
250
3109
$2.62K ﹤0.01%
50
3110
$2.61K ﹤0.01%
43
3111
$2.61K ﹤0.01%
+19
3112
$2.61K ﹤0.01%
+145
3113
$2.6K ﹤0.01%
45
3114
$2.58K ﹤0.01%
+98
3115
$2.58K ﹤0.01%
30
-32
3116
$2.56K ﹤0.01%
231
3117
$2.56K ﹤0.01%
65
-2,480
3118
$2.55K ﹤0.01%
20
3119
$2.54K ﹤0.01%
+250
3120
$2.53K ﹤0.01%
27
-24
3121
$2.52K ﹤0.01%
29
3122
$2.49K ﹤0.01%
100
3123
$2.48K ﹤0.01%
90
+45
3124
$2.47K ﹤0.01%
604
3125
$2.46K ﹤0.01%
1,440
123 124
125
126 127