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
376
$1.41M 0.05%
4,633
+32
377
$1.41M 0.05%
30,241
-82
378
$1.41M 0.05%
13,768
+13,666
379
$1.4M 0.05%
23,937
+4,377
380
$1.4M 0.05%
13,619
+12,655
381
$1.4M 0.05%
18,950
+461
382
$1.4M 0.05%
40,336
+35,405
383
$1.4M 0.05%
3,786
+180
384
$1.39M 0.05%
84,668
+3,288
385
$1.38M 0.05%
53,852
-1,436
386
$1.38M 0.05%
28,266
+5,019
387
$1.37M 0.05%
19,070
+350
388
$1.36M 0.05%
18,942
+1,770
389
$1.35M 0.05%
9,659
+961
390
$1.34M 0.05%
25,373
+17,369
391
$1.34M 0.05%
3,926
+53
392
$1.34M 0.05%
7,475
+637
393
$1.33M 0.05%
6,456
+264
394
$1.33M 0.04%
52,951
+5,014
395
$1.33M 0.04%
25,176
+3,386
396
$1.33M 0.04%
5,678
+315
397
$1.32M 0.04%
10,617
+2
398
$1.32M 0.04%
22,603
+4,446
399
$1.32M 0.04%
3,493
+335
400
$1.31M 0.04%
17,964
+3,840
14 15
16
17 18