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
1576
$87.7K ﹤0.01%
3,300
-13,042
1577
$87.3K ﹤0.01%
2,180
+2
1578
$87.1K ﹤0.01%
2,236
+42
1579
$87K ﹤0.01%
2,764
+2,480
1580
$86.8K ﹤0.01%
16,725
+3,000
1581
$86.6K ﹤0.01%
8,213
+477
1582
$86.5K ﹤0.01%
1,804
+40
1583
$86K ﹤0.01%
1,709
+691
1584
$85.9K ﹤0.01%
2,487
+116
1585
$85.9K ﹤0.01%
7,480
+5,087
1586
$85.5K ﹤0.01%
1,452
+48
1587
$85.3K ﹤0.01%
630
+205
1588
$85.3K ﹤0.01%
596
-14
1589
$85.1K ﹤0.01%
5,757
1590
$85K ﹤0.01%
20,686
+18,648
1591
$85K ﹤0.01%
+57
1592
$84.9K ﹤0.01%
300
-1
1593
$84.4K ﹤0.01%
1,306
+1,021
1594
$84.2K ﹤0.01%
2,439
+1,662
1595
$84.1K ﹤0.01%
6,850
-1,300
1596
$84.1K ﹤0.01%
2,532
+998
1597
$84K ﹤0.01%
1,328
-914
1598
$83.9K ﹤0.01%
2,639
+1,759
1599
$83.8K ﹤0.01%
1,834
-490
1600
$83.7K ﹤0.01%
127
-235
62 63
64
65 66