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
1476
$107K ﹤0.01%
3,389
+681
1477
$107K ﹤0.01%
2,931
+50
1478
$107K ﹤0.01%
3,854
+1,579
1479
$107K ﹤0.01%
2,115
+1,615
1480
$106K ﹤0.01%
4,452
+9
1481
$106K ﹤0.01%
2,145
-40
1482
$105K ﹤0.01%
4,770
1483
$105K ﹤0.01%
5,022
-132
1484
$105K ﹤0.01%
818
+41
1485
$105K ﹤0.01%
2,348
+359
1486
$105K ﹤0.01%
820
-6,847
1487
$105K ﹤0.01%
3,430
1488
$104K ﹤0.01%
1,149
+655
1489
$104K ﹤0.01%
3,528
1490
$104K ﹤0.01%
1,523
+1,023
1491
$104K ﹤0.01%
7,022
-2,200
1492
$104K ﹤0.01%
1,149
-12,948
1493
$103K ﹤0.01%
3,330
+2
1494
$103K ﹤0.01%
3,885
+575
1495
$103K ﹤0.01%
264
1496
$102K ﹤0.01%
1,825
+13
1497
$102K ﹤0.01%
4,600
1498
$102K ﹤0.01%
963
+63
1499
$102K ﹤0.01%
996
+159
1500
$102K ﹤0.01%
2,341
+821
58 59
60
61 62