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
1426
$120K ﹤0.01%
692
+4
1427
$120K ﹤0.01%
7,407
-541
1428
$120K ﹤0.01%
5,521
1429
$119K ﹤0.01%
8,025
1430
$119K ﹤0.01%
4,772
-541
1431
$119K ﹤0.01%
4,509
-806
1432
$119K ﹤0.01%
3,187
-305
1433
$119K ﹤0.01%
1,592
-710
1434
$118K ﹤0.01%
1,495
+551
1435
$118K ﹤0.01%
707
+202
1436
$117K ﹤0.01%
710
-143
1437
$117K ﹤0.01%
4,046
+1,669
1438
$117K ﹤0.01%
4,102
+2,354
1439
$116K ﹤0.01%
306
+193
1440
$116K ﹤0.01%
12,000
+8,500
1441
$116K ﹤0.01%
4,340
-1,150
1442
$116K ﹤0.01%
4,283
-1,099
1443
$115K ﹤0.01%
3,875
-148
1444
$115K ﹤0.01%
1,142
+561
1445
$115K ﹤0.01%
1,355
-311
1446
$115K ﹤0.01%
4,817
-890
1447
$115K ﹤0.01%
3,523
+16
1448
$114K ﹤0.01%
17,596
+24
1449
$114K ﹤0.01%
1,839
+1,396
1450
$114K ﹤0.01%
7,825
-2,500
56 57
58
59 60