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
1976
$39.4K ﹤0.01%
301
1977
$39.4K ﹤0.01%
1,523
+8
1978
$39.3K ﹤0.01%
1,295
1979
$39.2K ﹤0.01%
762
+282
1980
$39.2K ﹤0.01%
492
+13
1981
$39.2K ﹤0.01%
685
+2
1982
$39.2K ﹤0.01%
57
1983
$39.1K ﹤0.01%
1,000
1984
$39.1K ﹤0.01%
602
+43
1985
$39K ﹤0.01%
6,636
-499
1986
$38.9K ﹤0.01%
1,170
1987
$38.7K ﹤0.01%
+725
1988
$38.7K ﹤0.01%
2,115
-6,805
1989
$38.6K ﹤0.01%
662
-17,061
1990
$38.6K ﹤0.01%
130
1991
$38.6K ﹤0.01%
650
1992
$38.5K ﹤0.01%
575
1993
$38.4K ﹤0.01%
1,110
1994
$38.3K ﹤0.01%
330
1995
$38.3K ﹤0.01%
2,572
-458
1996
$38.3K ﹤0.01%
425
1997
$38.3K ﹤0.01%
701
1998
$38.2K ﹤0.01%
1,820
+450
1999
$38.1K ﹤0.01%
1,546
-30
2000
$38.1K ﹤0.01%
731
78 79
80
81 82