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
1526
$97.6K ﹤0.01%
2,370
+355
1527
$97.6K ﹤0.01%
6,368
+76
1528
$97.5K ﹤0.01%
1,579
+556
1529
$97.3K ﹤0.01%
821
1530
$97.2K ﹤0.01%
4,021
1531
$96.7K ﹤0.01%
128
+104
1532
$96.6K ﹤0.01%
5,612
+300
1533
$96.4K ﹤0.01%
2,100
-200
1534
$96.1K ﹤0.01%
3,878
1535
$95.9K ﹤0.01%
1,758
+1,023
1536
$95.4K ﹤0.01%
5,500
1537
$95.3K ﹤0.01%
2,555
-59
1538
$95.2K ﹤0.01%
794
-7,789
1539
$95.2K ﹤0.01%
1,297
+1,057
1540
$95K ﹤0.01%
742
+37
1541
$95K ﹤0.01%
392
-22
1542
$95K ﹤0.01%
2,426
-15,391
1543
$94.9K ﹤0.01%
864
-16
1544
$94.8K ﹤0.01%
2,388
+290
1545
$94.7K ﹤0.01%
1,932
-194
1546
$94.6K ﹤0.01%
2,267
1547
$94.4K ﹤0.01%
4,198
+2,237
1548
$93.9K ﹤0.01%
3,190
1549
$93.4K ﹤0.01%
2,056
+1,212
1550
$93.2K ﹤0.01%
779
+17
60 61
62
63 64