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
1901
$46.5K ﹤0.01%
1,418
+162
1902
$46.4K ﹤0.01%
876
+1
1903
$46.2K ﹤0.01%
363
+21
1904
$46.2K ﹤0.01%
4,464
1905
$45.9K ﹤0.01%
270
+126
1906
$45.7K ﹤0.01%
+542
1907
$45.6K ﹤0.01%
1,435
1908
$45.6K ﹤0.01%
476
-1,347
1909
$45.5K ﹤0.01%
3,075
+55
1910
$45.3K ﹤0.01%
1,381
1911
$45.2K ﹤0.01%
1,962
+1,722
1912
$45.2K ﹤0.01%
2,397
+71
1913
$44.9K ﹤0.01%
982
+390
1914
$44.7K ﹤0.01%
1,205
+2
1915
$44.5K ﹤0.01%
345
-145
1916
$44.5K ﹤0.01%
+1,400
1917
$44.5K ﹤0.01%
808
+126
1918
$44K ﹤0.01%
3,625
1919
$43.9K ﹤0.01%
163
1920
$43.8K ﹤0.01%
341
-110
1921
$43.8K ﹤0.01%
1,270
-9
1922
$43.6K ﹤0.01%
500
1923
$43.6K ﹤0.01%
369
+17
1924
$43.6K ﹤0.01%
253
+12
1925
$43.5K ﹤0.01%
1,608
75 76
77
78 79