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
1701
$70.5K ﹤0.01%
5,000
1702
$70.3K ﹤0.01%
417
+169
1703
$70.2K ﹤0.01%
2,052
+1,393
1704
$70.1K ﹤0.01%
8,745
1705
$70.1K ﹤0.01%
1,627
+114
1706
$69.8K ﹤0.01%
9,450
-1,350
1707
$69.7K ﹤0.01%
3,956
+167
1708
$69.7K ﹤0.01%
791
-9
1709
$69.7K ﹤0.01%
1,774
+120
1710
$69.4K ﹤0.01%
2,115
+31
1711
$69.3K ﹤0.01%
+1,569
1712
$69.2K ﹤0.01%
903
+753
1713
$69.2K ﹤0.01%
670
+5
1714
$69K ﹤0.01%
5,000
1715
$69K ﹤0.01%
7,780
1716
$69K ﹤0.01%
1,390
-168
1717
$68.9K ﹤0.01%
350
-500
1718
$68.7K ﹤0.01%
307
-961
1719
$68.4K ﹤0.01%
2,234
+34
1720
$68.3K ﹤0.01%
2,880
+1,060
1721
$68.3K ﹤0.01%
1,660
+56
1722
$68.3K ﹤0.01%
2,901
+859
1723
$68.3K ﹤0.01%
494
1724
$68.3K ﹤0.01%
3,300
-84
1725
$68.2K ﹤0.01%
406
+41
67 68
69
70 71