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
726
$511K 0.02%
4,828
-487
727
$510K 0.02%
19,029
-774
728
$509K 0.02%
31,606
+3,890
729
$508K 0.02%
4,377
+2,227
730
$507K 0.02%
31,145
731
$507K 0.02%
7,052
+2,841
732
$507K 0.02%
2,722
+151
733
$507K 0.02%
11,899
+280
734
$506K 0.02%
4,267
+2,405
735
$505K 0.02%
5,549
+449
736
$504K 0.02%
4,983
-182
737
$503K 0.02%
2,038
+137
738
$503K 0.02%
13,630
+642
739
$501K 0.02%
33,111
+9,000
740
$500K 0.02%
1,140
-5
741
$499K 0.02%
18,743
+1,392
742
$499K 0.02%
8,593
+674
743
$498K 0.02%
7,095
+441
744
$497K 0.02%
10,975
-199
745
$496K 0.02%
4,213
+103
746
$496K 0.02%
58,926
+211
747
$495K 0.02%
+19,547
748
$495K 0.02%
+18,800
749
$493K 0.02%
7,452
-654
750
$492K 0.02%
22,186
+3,331
28 29
30
31 32