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
1251
$167K 0.01%
9,946
+2,743
1252
$166K 0.01%
3,533
-7,630
1253
$166K 0.01%
2,106
+112
1254
$166K 0.01%
1,479
+155
1255
$166K 0.01%
5,084
+188
1256
$165K 0.01%
4,447
+5
1257
$165K 0.01%
503
+76
1258
$165K 0.01%
3,980
-216
1259
$165K 0.01%
1,558
1260
$165K 0.01%
4,976
1261
$165K 0.01%
25,600
+19,600
1262
$165K 0.01%
8,953
1263
$164K 0.01%
11,017
-462
1264
$164K 0.01%
1,201
-450
1265
$164K 0.01%
2,450
1266
$164K 0.01%
1,340
+287
1267
$164K 0.01%
1,880
+100
1268
$164K 0.01%
1,527
+1
1269
$163K 0.01%
1,519
+13
1270
$162K 0.01%
7,611
+3,163
1271
$161K 0.01%
7,769
-7,133
1272
$161K 0.01%
2,595
-1,711
1273
$161K 0.01%
3,172
+2,025
1274
$161K 0.01%
1,424
+31
1275
$161K 0.01%
4,823
49 50
51
52 53