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
3226
$1.6K ﹤0.01%
80
3227
$1.56K ﹤0.01%
72
3228
$1.56K ﹤0.01%
750
3229
$1.56K ﹤0.01%
57
3230
$1.54K ﹤0.01%
17
-60
3231
$1.54K ﹤0.01%
276
-105
3232
$1.53K ﹤0.01%
10
3233
$1.53K ﹤0.01%
75
3234
$1.52K ﹤0.01%
61
3235
$1.51K ﹤0.01%
33
3236
$1.51K ﹤0.01%
250
-600
3237
$1.51K ﹤0.01%
30
+15
3238
$1.5K ﹤0.01%
25
3239
$1.49K ﹤0.01%
43
+4
3240
$1.49K ﹤0.01%
100
3241
$1.49K ﹤0.01%
29
3242
$1.48K ﹤0.01%
9
3243
$1.48K ﹤0.01%
45
3244
$1.44K ﹤0.01%
33
3245
$1.44K ﹤0.01%
21
-331
3246
$1.43K ﹤0.01%
+50
3247
$1.43K ﹤0.01%
8
3248
$1.43K ﹤0.01%
15
3249
$1.43K ﹤0.01%
33
3250
$1.42K ﹤0.01%
400
128 129
130
131 132