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
2001
$38.1K ﹤0.01%
514
2002
$38.1K ﹤0.01%
1,098
+113
2003
$37.9K ﹤0.01%
1,433
-989
2004
$37.9K ﹤0.01%
1,431
-250
2005
$37.8K ﹤0.01%
2,734
+1,629
2006
$37.8K ﹤0.01%
3,234
2007
$37.7K ﹤0.01%
1,625
-2,193
2008
$37.7K ﹤0.01%
+1,070
2009
$37.6K ﹤0.01%
+1,261
2010
$37.6K ﹤0.01%
3,650
-150
2011
$37.2K ﹤0.01%
+2,451
2012
$37.2K ﹤0.01%
1,116
+110
2013
$37.2K ﹤0.01%
775
+1
2014
$37.1K ﹤0.01%
598
-744
2015
$37.1K ﹤0.01%
2,724
2016
$37.1K ﹤0.01%
178
-22
2017
$36.9K ﹤0.01%
1,406
-207
2018
$36.9K ﹤0.01%
119
-70
2019
$36.8K ﹤0.01%
+737
2020
$36.7K ﹤0.01%
1,218
2021
$36.6K ﹤0.01%
647
+32
2022
$36.5K ﹤0.01%
1,423
2023
$36.4K ﹤0.01%
660
+42
2024
$36.2K ﹤0.01%
+1,100
2025
$36.2K ﹤0.01%
188
79 80
81
82 83