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
1276
$160K 0.01%
1,146
+274
1277
$160K 0.01%
3,067
+1,962
1278
$160K 0.01%
5,217
+27
1279
$158K 0.01%
7,264
-77
1280
$158K 0.01%
3,755
+1,198
1281
$158K 0.01%
724
+205
1282
$158K 0.01%
1,985
-470
1283
$157K 0.01%
5,228
+303
1284
$156K 0.01%
3,438
1285
$156K 0.01%
9,095
+434
1286
$156K 0.01%
2,097
+11
1287
$155K 0.01%
4,892
+414
1288
$155K 0.01%
6,576
+589
1289
$155K 0.01%
2,297
-22
1290
$155K 0.01%
6,098
+1,079
1291
$155K 0.01%
9,250
+23
1292
$154K 0.01%
1,599
+1,074
1293
$154K 0.01%
4,174
+569
1294
$154K 0.01%
3,048
+114
1295
$153K 0.01%
3,001
-73
1296
$153K 0.01%
6,253
-20
1297
$153K 0.01%
1,859
-9,716
1298
$153K 0.01%
1,488
-138
1299
$152K 0.01%
2,215
+1,127
1300
$152K 0.01%
408
+64
50 51
52
53 54