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
3301
$1.11K ﹤0.01%
50
3302
$1.11K ﹤0.01%
10
3303
$1.11K ﹤0.01%
29
3304
$1.1K ﹤0.01%
2
3305
$1.1K ﹤0.01%
100
3306
$1.1K ﹤0.01%
16
3307
$1.09K ﹤0.01%
+40
3308
$1.08K ﹤0.01%
51
3309
$1.08K ﹤0.01%
+4
3310
$1.07K ﹤0.01%
253
-219,973
3311
$1.07K ﹤0.01%
10
3312
$1.07K ﹤0.01%
24
3313
$1.07K ﹤0.01%
107
3314
$1.06K ﹤0.01%
18
3315
$1.06K ﹤0.01%
22
3316
$1.06K ﹤0.01%
102
3317
$1.04K ﹤0.01%
24
3318
$1.03K ﹤0.01%
100
3319
$1.02K ﹤0.01%
+34
3320
$1.02K ﹤0.01%
100
3321
$1.02K ﹤0.01%
100
3322
$1.01K ﹤0.01%
48
3323
$1.01K ﹤0.01%
11
3324
$1.01K ﹤0.01%
+50
3325
$1K ﹤0.01%
100
131 132
133
134 135