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
176
$3.37M 0.11%
41,653
+1,835
177
$3.36M 0.11%
36,207
+858
178
$3.32M 0.11%
39,340
-8,941
179
$3.31M 0.11%
16,169
+830
180
$3.3M 0.11%
86,493
+14,574
181
$3.3M 0.11%
15,400
+484
182
$3.28M 0.11%
3,583
+84
183
$3.26M 0.11%
18,188
+804
184
$3.22M 0.11%
13,932
+302
185
$3.22M 0.11%
27,104
+3,844
186
$3.22M 0.11%
61,810
-3,245
187
$3.2M 0.11%
12,027
+1,579
188
$3.19M 0.11%
157,654
+4,448
189
$3.15M 0.11%
12,412
+1,997
190
$3.14M 0.11%
25,645
+883
191
$3.12M 0.11%
18,019
+2,131
192
$3.11M 0.1%
8,127
+790
193
$3.1M 0.1%
36,603
+4,245
194
$3.09M 0.1%
50,209
-3,822
195
$3.06M 0.1%
40,157
+2,453
196
$3M 0.1%
19,173
+7,072
197
$2.98M 0.1%
16,206
+5,134
198
$2.97M 0.1%
8,023
+1,570
199
$2.96M 0.1%
78,759
+724
200
$2.95M 0.1%
16,152
+2,698
6 7
8
9 10