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
426
$1.21M 0.04%
29,488
+5,995
427
$1.21M 0.04%
55,769
+202
428
$1.21M 0.04%
48,087
-1,448
429
$1.21M 0.04%
3,172
+746
430
$1.21M 0.04%
7,299
+1,411
431
$1.2M 0.04%
23,188
-14,972
432
$1.19M 0.04%
15,745
+684
433
$1.19M 0.04%
35,823
-682
434
$1.18M 0.04%
13,882
+1,330
435
$1.17M 0.04%
6,975
+299
436
$1.17M 0.04%
53,317
+9,135
437
$1.16M 0.04%
14,954
+2,658
438
$1.16M 0.04%
4,961
-16
439
$1.16M 0.04%
57,056
-1,690
440
$1.16M 0.04%
1,944
+257
441
$1.16M 0.04%
19,085
-916
442
$1.15M 0.04%
16,768
+1,257
443
$1.15M 0.04%
12,454
+146
444
$1.15M 0.04%
21,344
+1,666
445
$1.15M 0.04%
4,329
+1,783
446
$1.15M 0.04%
22,710
+5,734
447
$1.15M 0.04%
44,650
-2,975
448
$1.14M 0.04%
10,604
+15
449
$1.14M 0.04%
6,839
-193
450
$1.14M 0.04%
44,776
-3,340
16 17
18
19 20