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
1726
$68.1K ﹤0.01%
1,100
1727
$67.9K ﹤0.01%
2,312
+716
1728
$67.6K ﹤0.01%
1,380
1729
$67.5K ﹤0.01%
1,334
1730
$67.2K ﹤0.01%
785
+308
1731
$67K ﹤0.01%
1,764
+136
1732
$66.8K ﹤0.01%
1,556
1733
$66.1K ﹤0.01%
1,131
1734
$66.1K ﹤0.01%
1,030
+75
1735
$66.1K ﹤0.01%
3,111
+8
1736
$65.9K ﹤0.01%
1,415
+369
1737
$65.7K ﹤0.01%
2,765
+116
1738
$65.7K ﹤0.01%
2,832
+1,372
1739
$65.5K ﹤0.01%
2,380
-1,300
1740
$65.4K ﹤0.01%
735
+200
1741
$65.1K ﹤0.01%
236
-21
1742
$65K ﹤0.01%
1,588
+585
1743
$64.9K ﹤0.01%
549
+224
1744
$64.9K ﹤0.01%
1,083
1745
$64.8K ﹤0.01%
3,001
1746
$64.8K ﹤0.01%
2,511
1747
$64.7K ﹤0.01%
6,258
-610
1748
$64.5K ﹤0.01%
250
+101
1749
$64.5K ﹤0.01%
206
+4
1750
$64.4K ﹤0.01%
2,208
+907
68 69
70
71 72