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
1301
$151K 0.01%
15,500
+8,200
1302
$151K 0.01%
1,797
-298
1303
$151K 0.01%
2,853
-710
1304
$150K 0.01%
+7,845
1305
$150K 0.01%
3,035
+357
1306
$149K 0.01%
7,823
+290
1307
$148K 0.01%
11,276
-55
1308
$147K 0.01%
3,638
+1,095
1309
$147K 0.01%
1,817
1310
$147K ﹤0.01%
2,856
-158
1311
$147K ﹤0.01%
1,589
-466
1312
$146K ﹤0.01%
9,848
1313
$146K ﹤0.01%
2,735
+809
1314
$145K ﹤0.01%
553
+110
1315
$145K ﹤0.01%
694
+397
1316
$145K ﹤0.01%
3,212
-411
1317
$145K ﹤0.01%
10,510
-2,209
1318
$145K ﹤0.01%
700
-801
1319
$145K ﹤0.01%
1,345
-179
1320
$145K ﹤0.01%
3,851
+2,425
1321
$145K ﹤0.01%
2,785
+715
1322
$145K ﹤0.01%
6,866
+3,742
1323
$145K ﹤0.01%
3,027
+5
1324
$145K ﹤0.01%
3,952
1325
$144K ﹤0.01%
1,524
+20
51 52
53
54 55