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
1626
$80.2K ﹤0.01%
8,500
+1,650
1627
$80.1K ﹤0.01%
908
+291
1628
$80.1K ﹤0.01%
4,200
1629
$79.9K ﹤0.01%
273
+118
1630
$79.8K ﹤0.01%
1,607
+614
1631
$79.8K ﹤0.01%
568
+17
1632
$79.2K ﹤0.01%
4,639
-469
1633
$79K ﹤0.01%
1,356
+112
1634
$79K ﹤0.01%
4,065
+20
1635
$78.9K ﹤0.01%
+2,850
1636
$78.9K ﹤0.01%
1,100
1637
$78.8K ﹤0.01%
23,939
1638
$78.7K ﹤0.01%
1,266
-34
1639
$78.6K ﹤0.01%
846
+23
1640
$78.5K ﹤0.01%
4,525
1641
$78.4K ﹤0.01%
+457
1642
$78.2K ﹤0.01%
+3,131
1643
$78.2K ﹤0.01%
1,146
+330
1644
$77.8K ﹤0.01%
19,859
-1,011
1645
$77.8K ﹤0.01%
3,180
1646
$77.8K ﹤0.01%
+1,584
1647
$77.8K ﹤0.01%
730
+3
1648
$77.5K ﹤0.01%
+1,813
1649
$77.4K ﹤0.01%
10,123
1650
$77.4K ﹤0.01%
305
-406
64 65
66
67 68