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
1676
$74.3K ﹤0.01%
1,189
-7
1677
$74.3K ﹤0.01%
1,435
-470
1678
$74.2K ﹤0.01%
1,077
+77
1679
$73.6K ﹤0.01%
294
+120
1680
$73.6K ﹤0.01%
1,494
+635
1681
$73.4K ﹤0.01%
1,990
+520
1682
$73.4K ﹤0.01%
362
-64
1683
$73.4K ﹤0.01%
905
+129
1684
$73.3K ﹤0.01%
1,480
+607
1685
$73.2K ﹤0.01%
2,405
-83
1686
$73.1K ﹤0.01%
3,732
+3,254
1687
$73K ﹤0.01%
2,600
1688
$72.8K ﹤0.01%
1,028
+800
1689
$72.8K ﹤0.01%
2,880
-50
1690
$72.6K ﹤0.01%
1,802
+35
1691
$72.5K ﹤0.01%
3,300
+417
1692
$72.5K ﹤0.01%
1,155
+222
1693
$72.1K ﹤0.01%
1,013
1694
$72.1K ﹤0.01%
1,332
-80
1695
$71.3K ﹤0.01%
10,755
1696
$71K ﹤0.01%
518
+38
1697
$71K ﹤0.01%
2,090
+160
1698
$71K ﹤0.01%
2,738
+8
1699
$70.9K ﹤0.01%
+2,710
1700
$70.6K ﹤0.01%
2,154
66 67
68
69 70