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
1826
$54.5K ﹤0.01%
1,150
1827
$54.2K ﹤0.01%
3,650
1828
$54.1K ﹤0.01%
605
+590
1829
$54.1K ﹤0.01%
1,289
-938
1830
$53.9K ﹤0.01%
1,501
1831
$53.9K ﹤0.01%
1,237
1832
$53.8K ﹤0.01%
678
1833
$53.7K ﹤0.01%
+3,957
1834
$53.5K ﹤0.01%
691
+45
1835
$53.4K ﹤0.01%
6,092
+6,000
1836
$53.4K ﹤0.01%
1,507
+55
1837
$53.2K ﹤0.01%
1,225
1838
$53.1K ﹤0.01%
590
+196
1839
$52.9K ﹤0.01%
2,915
+500
1840
$52.8K ﹤0.01%
9,150
1841
$52.7K ﹤0.01%
2,665
+61
1842
$52.5K ﹤0.01%
493
-3
1843
$52.3K ﹤0.01%
2,934
+38
1844
$52.3K ﹤0.01%
612
+128
1845
$52.3K ﹤0.01%
2,105
-11,064
1846
$52.1K ﹤0.01%
1,996
+16
1847
$52K ﹤0.01%
1,300
-6,088
1848
$52K ﹤0.01%
857
-4
1849
$51.9K ﹤0.01%
663
+18
1850
$51.8K ﹤0.01%
457
+44
72 73
74
75 76