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
3201
$1.77K ﹤0.01%
325
-230
3202
$1.76K ﹤0.01%
+148
3203
$1.75K ﹤0.01%
100
3204
$1.75K ﹤0.01%
12
-18
3205
$1.74K ﹤0.01%
74
3206
$1.73K ﹤0.01%
8
3207
$1.72K ﹤0.01%
500
3208
$1.72K ﹤0.01%
100
3209
$1.71K ﹤0.01%
45
3210
$1.71K ﹤0.01%
75
3211
$1.7K ﹤0.01%
129
3212
$1.68K ﹤0.01%
91
3213
$1.68K ﹤0.01%
67
3214
$1.67K ﹤0.01%
102
3215
$1.66K ﹤0.01%
86
3216
$1.66K ﹤0.01%
7
-2
3217
$1.66K ﹤0.01%
275
3218
$1.66K ﹤0.01%
160
3219
$1.66K ﹤0.01%
25
-25
3220
$1.66K ﹤0.01%
17
3221
$1.64K ﹤0.01%
400
3222
$1.62K ﹤0.01%
84
3223
$1.62K ﹤0.01%
16
3224
$1.62K ﹤0.01%
29
3225
$1.61K ﹤0.01%
75
127 128
129
130 131