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
1776
$61.5K ﹤0.01%
1,237
+538
1777
$61.5K ﹤0.01%
887
+201
1778
$61.4K ﹤0.01%
+952
1779
$61.2K ﹤0.01%
1,877
+580
1780
$61K ﹤0.01%
567
+26
1781
$60.6K ﹤0.01%
+1,504
1782
$60.5K ﹤0.01%
1,710
1783
$60.4K ﹤0.01%
8,831
1784
$60.4K ﹤0.01%
1,166
+1,000
1785
$60.1K ﹤0.01%
405
+260
1786
$60K ﹤0.01%
1,800
1787
$59.8K ﹤0.01%
402
-146
1788
$59.6K ﹤0.01%
2,000
1789
$59.5K ﹤0.01%
1,575
1790
$59.4K ﹤0.01%
512
1791
$59.1K ﹤0.01%
+2,167
1792
$58.9K ﹤0.01%
2,120
+8
1793
$58.8K ﹤0.01%
1,852
+618
1794
$58.8K ﹤0.01%
1,519
+8
1795
$58.7K ﹤0.01%
784
+29
1796
$58.6K ﹤0.01%
2,219
+586
1797
$58.6K ﹤0.01%
465
+30
1798
$58.6K ﹤0.01%
142
+67
1799
$58.4K ﹤0.01%
327
+23
1800
$57.9K ﹤0.01%
1,292
+8
70 71
72
73 74