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
3126
$2.44K ﹤0.01%
+100
3127
$2.41K ﹤0.01%
47
-541
3128
$2.4K ﹤0.01%
156
3129
$2.4K ﹤0.01%
65
3130
$2.39K ﹤0.01%
+325
3131
$2.37K ﹤0.01%
15
3132
$2.36K ﹤0.01%
200
-267
3133
$2.35K ﹤0.01%
520
3134
$2.34K ﹤0.01%
33
+1
3135
$2.33K ﹤0.01%
49
3136
$2.33K ﹤0.01%
354
3137
$2.32K ﹤0.01%
35
3138
$2.31K ﹤0.01%
845
3139
$2.29K ﹤0.01%
250
3140
$2.29K ﹤0.01%
14
3141
$2.29K ﹤0.01%
249
3142
$2.28K ﹤0.01%
59
3143
$2.27K ﹤0.01%
+60
3144
$2.27K ﹤0.01%
+14
3145
$2.25K ﹤0.01%
600
3146
$2.25K ﹤0.01%
140
3147
$2.23K ﹤0.01%
60
-60
3148
$2.18K ﹤0.01%
42
3149
$2.17K ﹤0.01%
14
3150
$2.17K ﹤0.01%
+708
124 125
126
127 128