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
3176
$1.94K ﹤0.01%
50
3177
$1.93K ﹤0.01%
85
3178
$1.92K ﹤0.01%
+32
3179
$1.92K ﹤0.01%
343
3180
$1.92K ﹤0.01%
200
3181
$1.91K ﹤0.01%
53
3182
$1.89K ﹤0.01%
186
3183
$1.89K ﹤0.01%
8
3184
$1.89K ﹤0.01%
186
3185
$1.88K ﹤0.01%
39
3186
$1.87K ﹤0.01%
105
-137
3187
$1.85K ﹤0.01%
71
3188
$1.85K ﹤0.01%
67
3189
$1.84K ﹤0.01%
100
3190
$1.83K ﹤0.01%
34
3191
$1.83K ﹤0.01%
170
3192
$1.82K ﹤0.01%
61
3193
$1.82K ﹤0.01%
1,000
3194
$1.8K ﹤0.01%
355
3195
$1.8K ﹤0.01%
200
3196
$1.79K ﹤0.01%
526
-112
3197
$1.79K ﹤0.01%
1
3198
$1.79K ﹤0.01%
+19
3199
$1.79K ﹤0.01%
65
3200
$1.78K ﹤0.01%
412
126 127
128
129 130