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
3351
$805 ﹤0.01%
136
3352
$784 ﹤0.01%
133
3353
$782 ﹤0.01%
19
3354
$757 ﹤0.01%
65
3355
$748 ﹤0.01%
74
3356
$747 ﹤0.01%
137
-164
3357
$744 ﹤0.01%
86
3358
$740 ﹤0.01%
500
3359
$737 ﹤0.01%
15
3360
$735 ﹤0.01%
14
-43
3361
$722 ﹤0.01%
38
3362
$719 ﹤0.01%
100
3363
$707 ﹤0.01%
100
3364
$705 ﹤0.01%
3
3365
$701 ﹤0.01%
1,000
3366
$695 ﹤0.01%
22
3367
$688 ﹤0.01%
29
-36
3368
$686 ﹤0.01%
50
3369
$684 ﹤0.01%
60
3370
$683 ﹤0.01%
42
3371
$675 ﹤0.01%
100
3372
$672 ﹤0.01%
32
+20
3373
$671 ﹤0.01%
21
-26
3374
$662 ﹤0.01%
4
3375
$660 ﹤0.01%
40
133 134
135
136 137