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
1876
$49.3K ﹤0.01%
1,911
+135
1877
$49.2K ﹤0.01%
1,100
1878
$49.2K ﹤0.01%
2,225
-300
1879
$49K ﹤0.01%
3,845
+44
1880
$48.5K ﹤0.01%
2,224
-69
1881
$48.5K ﹤0.01%
180
1882
$48.4K ﹤0.01%
801
1883
$48.4K ﹤0.01%
3,664
1884
$48.3K ﹤0.01%
17,500
+2,500
1885
$48K ﹤0.01%
1,158
+201
1886
$48K ﹤0.01%
1,099
-120
1887
$47.9K ﹤0.01%
342
+21
1888
$47.9K ﹤0.01%
1,333
+7
1889
$47.8K ﹤0.01%
790
+540
1890
$47.8K ﹤0.01%
1,611
+166
1891
$47.6K ﹤0.01%
7,441
-6,879
1892
$47.6K ﹤0.01%
174
-6
1893
$47.2K ﹤0.01%
818
+1
1894
$47.1K ﹤0.01%
2,948
-315
1895
$47.1K ﹤0.01%
5,160
1896
$47.1K ﹤0.01%
1,135
+599
1897
$47K ﹤0.01%
2,745
+1,200
1898
$46.9K ﹤0.01%
649
+1
1899
$46.8K ﹤0.01%
1,465
-371
1900
$46.6K ﹤0.01%
673
-11,735
74 75
76
77 78