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
401
$1.31M 0.04%
1,998
+25
402
$1.31M 0.04%
16,681
+886
403
$1.3M 0.04%
30,840
-420
404
$1.3M 0.04%
41,176
+24,550
405
$1.29M 0.04%
16,061
+1,113
406
$1.28M 0.04%
15,182
-2,304
407
$1.28M 0.04%
30,035
+1,223
408
$1.27M 0.04%
2,246
+126
409
$1.27M 0.04%
18,094
-123
410
$1.26M 0.04%
40,168
+6,742
411
$1.26M 0.04%
17,565
+2,325
412
$1.26M 0.04%
60,174
+6,183
413
$1.26M 0.04%
25,028
+2,321
414
$1.25M 0.04%
46,950
+6,703
415
$1.25M 0.04%
4,440
+1,133
416
$1.24M 0.04%
5,836
-876
417
$1.24M 0.04%
24,167
-149
418
$1.24M 0.04%
7,327
-103
419
$1.23M 0.04%
18,127
-191
420
$1.23M 0.04%
5,224
+399
421
$1.23M 0.04%
17,173
-6,300
422
$1.23M 0.04%
1,833
+23
423
$1.22M 0.04%
57,683
-1,771
424
$1.22M 0.04%
4,751
-302
425
$1.22M 0.04%
28,191
+9,846
15 16
17
18 19