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
351
$1.53M 0.05%
14,634
+623
352
$1.51M 0.05%
29,839
-14,986
353
$1.51M 0.05%
16,272
+1,775
354
$1.51M 0.05%
27,535
+12,964
355
$1.51M 0.05%
10,158
+354
356
$1.51M 0.05%
5,778
+268
357
$1.49M 0.05%
13,092
+940
358
$1.49M 0.05%
17,476
+9,791
359
$1.49M 0.05%
5,759
+1,890
360
$1.49M 0.05%
21,878
+8,902
361
$1.48M 0.05%
68,735
-672
362
$1.47M 0.05%
29,269
-15,994
363
$1.45M 0.05%
15,908
+12,552
364
$1.45M 0.05%
13,263
+4,114
365
$1.45M 0.05%
26,091
-1,094
366
$1.45M 0.05%
22,530
+3,197
367
$1.45M 0.05%
9,062
+45
368
$1.45M 0.05%
45,317
-103
369
$1.44M 0.05%
34,397
+26,177
370
$1.44M 0.05%
8,538
-702
371
$1.44M 0.05%
26,644
-4
372
$1.43M 0.05%
114,264
-14,074
373
$1.42M 0.05%
37,306
+693
374
$1.42M 0.05%
3,667
-36
375
$1.41M 0.05%
10,092
+9,298
13 14
15
16 17