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
1651
$77.2K ﹤0.01%
+1,544
1652
$77K ﹤0.01%
1,476
-702
1653
$76.8K ﹤0.01%
218
1654
$76.8K ﹤0.01%
6,350
+3,350
1655
$76.8K ﹤0.01%
3,300
+100
1656
$76.7K ﹤0.01%
604
+249
1657
$76.5K ﹤0.01%
6,373
+237
1658
$76.5K ﹤0.01%
908
-8
1659
$76.5K ﹤0.01%
1,610
+1,000
1660
$76.4K ﹤0.01%
926
+6
1661
$76.3K ﹤0.01%
1,542
-1,145
1662
$76.2K ﹤0.01%
720
+2
1663
$76K ﹤0.01%
1,219
+6
1664
$76K ﹤0.01%
1,850
-26
1665
$75.8K ﹤0.01%
1,778
-540
1666
$75.6K ﹤0.01%
928
1667
$75.3K ﹤0.01%
278
+61
1668
$75.3K ﹤0.01%
1,693
-285
1669
$75.2K ﹤0.01%
541
+209
1670
$75.2K ﹤0.01%
+4,156
1671
$75K ﹤0.01%
811
+294
1672
$75K ﹤0.01%
4,650
-75
1673
$74.7K ﹤0.01%
502
+322
1674
$74.5K ﹤0.01%
3,403
1675
$74.4K ﹤0.01%
2,994
-867
65 66
67
68 69