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
1751
$64.4K ﹤0.01%
1,555
-1,091
1752
$64.3K ﹤0.01%
1,252
-33
1753
$64.3K ﹤0.01%
1,102
+550
1754
$64.2K ﹤0.01%
2,325
-50
1755
$64.1K ﹤0.01%
1,415
-75
1756
$64.1K ﹤0.01%
2,415
1757
$64.1K ﹤0.01%
595
1758
$63.9K ﹤0.01%
4,719
1759
$63.9K ﹤0.01%
2,844
1760
$63.7K ﹤0.01%
1,131
1761
$63.5K ﹤0.01%
2,641
+27
1762
$63.5K ﹤0.01%
4,333
+1,020
1763
$63.2K ﹤0.01%
+1,370
1764
$63.2K ﹤0.01%
16,980
1765
$63.1K ﹤0.01%
2,646
+12
1766
$62.8K ﹤0.01%
647
1767
$62.7K ﹤0.01%
406
1768
$62.6K ﹤0.01%
911
+723
1769
$62.6K ﹤0.01%
560
1770
$62.5K ﹤0.01%
5,155
+22
1771
$62.1K ﹤0.01%
2,526
+746
1772
$62.1K ﹤0.01%
883
+753
1773
$61.9K ﹤0.01%
1,613
1774
$61.9K ﹤0.01%
1,460
+1,060
1775
$61.8K ﹤0.01%
1,030
+199
69 70
71
72 73