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
3151
$2.16K ﹤0.01%
27
3152
$2.14K ﹤0.01%
66
3153
$2.13K ﹤0.01%
1,031
3154
$2.13K ﹤0.01%
26
3155
$2.13K ﹤0.01%
100
3156
$2.13K ﹤0.01%
75
+8
3157
$2.12K ﹤0.01%
285
+77
3158
$2.11K ﹤0.01%
137
3159
$2.1K ﹤0.01%
50
3160
$2.1K ﹤0.01%
125
3161
$2.1K ﹤0.01%
100
3162
$2.09K ﹤0.01%
280
3163
$2.09K ﹤0.01%
650
3164
$2.07K ﹤0.01%
100
3165
$2.07K ﹤0.01%
1,004
3166
$2.04K ﹤0.01%
15
3167
$2.04K ﹤0.01%
+50
3168
$2.01K ﹤0.01%
+64
3169
$2.01K ﹤0.01%
+11
3170
$2K ﹤0.01%
83
3171
$1.99K ﹤0.01%
+200
3172
$1.97K ﹤0.01%
+1
3173
$1.97K ﹤0.01%
+634
3174
$1.96K ﹤0.01%
64
+19
3175
$1.95K ﹤0.01%
130
125 126
127
128 129