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
676
$583K 0.02%
5,109
+35
677
$581K 0.02%
10,528
+7,286
678
$580K 0.02%
3,002
+39
679
$579K 0.02%
1,250
-21
680
$579K 0.02%
9,503
+172
681
$577K 0.02%
1,169
+80
682
$576K 0.02%
28,156
+14,724
683
$574K 0.02%
21,900
-9,316
684
$573K 0.02%
21,100
+9,529
685
$571K 0.02%
1,371
686
$571K 0.02%
4,850
-313
687
$571K 0.02%
22,199
688
$570K 0.02%
16,395
+3,005
689
$569K 0.02%
4,655
-925
690
$567K 0.02%
49,780
+32,755
691
$566K 0.02%
3,199
-64
692
$565K 0.02%
5,256
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693
$564K 0.02%
3,602
+148
694
$557K 0.02%
15,545
+1,164
695
$556K 0.02%
18,425
-633
696
$554K 0.02%
18,971
-792
697
$551K 0.02%
17,943
-1,223
698
$551K 0.02%
17,985
699
$551K 0.02%
1,890
+115
700
$551K 0.02%
6,317
+651
26 27
28
29 30