APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Fund
S&P 500
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
+$11.2M
2
+$6.12M
3
+$5.33M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.84M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.52M

Top Sells

1
+$8.47M
2
+$8.25M
3
+$7.13M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$5.28M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$5.08M

Sector Composition

1 Technology 14.12%
2 Consumer Discretionary 5.57%
3 Healthcare 5.26%
4 Financials 4.1%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3526
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-1,025
3527
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-642
3528
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-250
3529
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-20
3530
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3531
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3532
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3533
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-6,675
3534
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-4
3535
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-30
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3537
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-31,889
3539
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3540
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3541
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3542
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-49,695
3543
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3544
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3545
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3546
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3547
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3548
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-834
3549
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3550
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