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
1951
$41.6K ﹤0.01%
891
1952
$41.6K ﹤0.01%
474
1953
$41.5K ﹤0.01%
8,875
+950
1954
$41.4K ﹤0.01%
1,416
-120
1955
$41.4K ﹤0.01%
2,000
1956
$41.3K ﹤0.01%
1,494
1957
$41.1K ﹤0.01%
2,230
1958
$40.9K ﹤0.01%
949
+70
1959
$40.9K ﹤0.01%
395
-5,604
1960
$40.7K ﹤0.01%
648
-257
1961
$40.7K ﹤0.01%
647
+333
1962
$40.6K ﹤0.01%
1,189
-903
1963
$40.6K ﹤0.01%
250
-8
1964
$40.5K ﹤0.01%
737
-769
1965
$40.4K ﹤0.01%
1,267
1966
$40.4K ﹤0.01%
1,447
-571
1967
$40.3K ﹤0.01%
1,126
+900
1968
$40.1K ﹤0.01%
351
+23
1969
$40K ﹤0.01%
2,107
-654
1970
$40K ﹤0.01%
571
-4
1971
$40K ﹤0.01%
1,472
-1,700
1972
$39.9K ﹤0.01%
2,240
1973
$39.9K ﹤0.01%
422
+180
1974
$39.8K ﹤0.01%
441
-37
1975
$39.8K ﹤0.01%
859
77 78
79
80 81