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
1801
$57.9K ﹤0.01%
736
1802
$57.7K ﹤0.01%
2,740
-485
1803
$57.6K ﹤0.01%
944
+15
1804
$57.3K ﹤0.01%
1,925
1805
$57.3K ﹤0.01%
510
1806
$57.3K ﹤0.01%
1,858
-175
1807
$57.2K ﹤0.01%
367
+290
1808
$57K ﹤0.01%
998
+525
1809
$56.9K ﹤0.01%
786
+1
1810
$56.8K ﹤0.01%
1,621
+1,153
1811
$56.8K ﹤0.01%
1,541
1812
$56.3K ﹤0.01%
6,017
1813
$55.7K ﹤0.01%
2,114
-190
1814
$55.7K ﹤0.01%
1,083
+17
1815
$55.3K ﹤0.01%
208
-11
1816
$55.3K ﹤0.01%
700
1817
$55.3K ﹤0.01%
5,652
-149
1818
$55.1K ﹤0.01%
704
-6
1819
$55K ﹤0.01%
2,167
+48
1820
$54.9K ﹤0.01%
586
+50
1821
$54.8K ﹤0.01%
760
+335
1822
$54.8K ﹤0.01%
2,500
-250
1823
$54.8K ﹤0.01%
2,350
-500
1824
$54.8K ﹤0.01%
390
1825
$54.5K ﹤0.01%
860
-155
71 72
73
74 75