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
1551
$93.1K ﹤0.01%
5,085
+1,885
1552
$93K ﹤0.01%
1,524
+414
1553
$92.7K ﹤0.01%
4,700
-250
1554
$92.4K ﹤0.01%
2,283
-84
1555
$92.4K ﹤0.01%
342
+35
1556
$92.3K ﹤0.01%
2,933
+10
1557
$92.2K ﹤0.01%
1,524
+330
1558
$91.9K ﹤0.01%
1,200
1559
$91.7K ﹤0.01%
1,311
-9
1560
$91.1K ﹤0.01%
14,500
+9,000
1561
$90.7K ﹤0.01%
2,785
+1,154
1562
$90.6K ﹤0.01%
797
+34
1563
$90.1K ﹤0.01%
142
-17
1564
$90K ﹤0.01%
886
-209
1565
$90K ﹤0.01%
819
-21
1566
$90K ﹤0.01%
5,143
+2,850
1567
$89.8K ﹤0.01%
4,589
+770
1568
$89.6K ﹤0.01%
+1,350
1569
$89.4K ﹤0.01%
184
+11
1570
$89.4K ﹤0.01%
1,729
+302
1571
$89.4K ﹤0.01%
1,250
-2,362
1572
$88.9K ﹤0.01%
1,000
-300
1573
$88.2K ﹤0.01%
1,168
+595
1574
$88K ﹤0.01%
499
+199
1575
$87.8K ﹤0.01%
945
+382
61 62
63
64 65