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
1601
$83.7K ﹤0.01%
8,229
+1,621
1602
$83.5K ﹤0.01%
3,400
1603
$83.1K ﹤0.01%
5,935
-207
1604
$83.1K ﹤0.01%
586
+268
1605
$83K ﹤0.01%
3,200
1606
$82.8K ﹤0.01%
1,712
1607
$82.7K ﹤0.01%
+24,250
1608
$82.7K ﹤0.01%
5,742
+3,700
1609
$82.5K ﹤0.01%
7,751
1610
$82.4K ﹤0.01%
2,534
-78
1611
$82.4K ﹤0.01%
789
-260
1612
$82.1K ﹤0.01%
2,700
1613
$81.9K ﹤0.01%
7,050
-800
1614
$81.8K ﹤0.01%
626
-57
1615
$81.7K ﹤0.01%
5,665
1616
$81.7K ﹤0.01%
4,300
+899
1617
$81.6K ﹤0.01%
481
+69
1618
$81.3K ﹤0.01%
1,203
+31
1619
$81.1K ﹤0.01%
2,081
1620
$81K ﹤0.01%
6,329
-556
1621
$81K ﹤0.01%
886
+553
1622
$80.7K ﹤0.01%
2,725
+15
1623
$80.6K ﹤0.01%
2,175
-50
1624
$80.6K ﹤0.01%
241
1625
$80.3K ﹤0.01%
1,347
-60
63 64
65
66 67