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
3251
$1.42K ﹤0.01%
110
3252
$1.42K ﹤0.01%
28
3253
$1.41K ﹤0.01%
200
3254
– –
0
3255
$1.4K ﹤0.01%
25
-103
3256
$1.39K ﹤0.01%
67
-2,000
3257
$1.39K ﹤0.01%
105
3258
$1.39K ﹤0.01%
+150
3259
$1.38K ﹤0.01%
33
+13
3260
$1.37K ﹤0.01%
350
-200
3261
$1.37K ﹤0.01%
+100
3262
$1.37K ﹤0.01%
50
3263
$1.36K ﹤0.01%
150
-200
3264
$1.36K ﹤0.01%
74
3265
$1.35K ﹤0.01%
107
-17
3266
$1.34K ﹤0.01%
16
-56
3267
$1.34K ﹤0.01%
28
+3
3268
$1.32K ﹤0.01%
+20
3269
$1.31K ﹤0.01%
23
+5
3270
$1.3K ﹤0.01%
100
3271
$1.3K ﹤0.01%
46
3272
$1.29K ﹤0.01%
70
3273
$1.28K ﹤0.01%
+10
3274
$1.28K ﹤0.01%
18
-24
3275
$1.28K ﹤0.01%
100
-10
129 130
131
132 133