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
1926
$43.4K ﹤0.01%
808
-8
1927
$43.3K ﹤0.01%
1,858
+500
1928
$43.3K ﹤0.01%
201
+28
1929
$43.2K ﹤0.01%
1,529
-1,582
1930
$43.2K ﹤0.01%
35
+20
1931
$43.1K ﹤0.01%
1,525
1932
$43.1K ﹤0.01%
268
-7
1933
$43K ﹤0.01%
2,773
+1,226
1934
$43K ﹤0.01%
213
1935
$42.9K ﹤0.01%
4,000
1936
$42.8K ﹤0.01%
1,007
+58
1937
$42.8K ﹤0.01%
1,895
1938
$42.8K ﹤0.01%
157
+122
1939
$42.7K ﹤0.01%
314
-27
1940
$42.5K ﹤0.01%
1,105
-105
1941
$42.4K ﹤0.01%
1,152
1942
$42.4K ﹤0.01%
1,175
1943
$42.3K ﹤0.01%
204
1944
$42.1K ﹤0.01%
1,296
+607
1945
$41.9K ﹤0.01%
944
-565
1946
$41.8K ﹤0.01%
3,000
1947
$41.8K ﹤0.01%
875
1948
$41.8K ﹤0.01%
5,000
1949
$41.7K ﹤0.01%
800
1950
$41.7K ﹤0.01%
472
-60
76 77
78
79 80