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
3326
$1K ﹤0.01%
18
-170
3327
$978 ﹤0.01%
4
3328
$954 ﹤0.01%
74
3329
$944 ﹤0.01%
1,330
-36,000
3330
$932 ﹤0.01%
105
3331
$930 ﹤0.01%
+17
3332
$929 ﹤0.01%
+55
3333
$916 ﹤0.01%
21
3334
$914 ﹤0.01%
9
3335
$894 ﹤0.01%
100
3336
$880 ﹤0.01%
14
3337
$879 ﹤0.01%
100
3338
$878 ﹤0.01%
39
3339
$876 ﹤0.01%
35
3340
– –
0
3341
$857 ﹤0.01%
28
3342
$844 ﹤0.01%
+26
3343
$837 ﹤0.01%
23
-25
3344
$836 ﹤0.01%
16
3345
$834 ﹤0.01%
33
3346
$825 ﹤0.01%
6
3347
$824 ﹤0.01%
6
3348
$818 ﹤0.01%
25
3349
$814 ﹤0.01%
149
-239
3350
$805 ﹤0.01%
4
132 133
134
135 136