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
826
$418K 0.01%
4,502
+346
827
$418K 0.01%
16,225
+2,000
828
$417K 0.01%
4,639
+1,262
829
$416K 0.01%
11,711
-288
830
$416K 0.01%
2,669
+1,943
831
$415K 0.01%
13,551
+921
832
$412K 0.01%
1,028
-4
833
$412K 0.01%
9,803
+342
834
$409K 0.01%
3,327
+22
835
$406K 0.01%
4,827
+689
836
$406K 0.01%
13,879
837
$405K 0.01%
7,143
+155
838
$404K 0.01%
2,333
+853
839
$404K 0.01%
23,508
840
$403K 0.01%
1,033
+143
841
$403K 0.01%
8,390
-66
842
$402K 0.01%
2,933
+393
843
$401K 0.01%
22,375
-1,489
844
$401K 0.01%
4,562
+630
845
$401K 0.01%
3,885
-1,124
846
$400K 0.01%
21,841
847
$399K 0.01%
21,146
-393
848
$397K 0.01%
1,782
+235
849
$397K 0.01%
10,404
+1,320
850
$394K 0.01%
24,805
-548
32 33
34
35 36