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
3276
$1.28K ﹤0.01%
75
3277
$1.27K ﹤0.01%
30
3278
$1.27K ﹤0.01%
21
-5
3279
$1.26K ﹤0.01%
+91
3280
$1.26K ﹤0.01%
48
3281
$1.26K ﹤0.01%
1,800
3282
$1.26K ﹤0.01%
2
3283
$1.25K ﹤0.01%
180
3284
$1.25K ﹤0.01%
26
3285
$1.24K ﹤0.01%
385
3286
$1.24K ﹤0.01%
13
3287
$1.23K ﹤0.01%
143
3288
$1.22K ﹤0.01%
15
3289
$1.21K ﹤0.01%
30
-78
3290
$1.2K ﹤0.01%
100
3291
$1.2K ﹤0.01%
384
-2,754
3292
$1.19K ﹤0.01%
49
3293
$1.18K ﹤0.01%
+37
3294
$1.18K ﹤0.01%
18
3295
$1.18K ﹤0.01%
110
3296
$1.15K ﹤0.01%
30
3297
$1.13K ﹤0.01%
30
3298
$1.12K ﹤0.01%
140
+8
3299
$1.12K ﹤0.01%
46
3300
$1.12K ﹤0.01%
18
130 131
132
133 134