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
2026
$36.1K ﹤0.01%
534
+460
2027
$36.1K ﹤0.01%
2,350
+1,875
2028
$36K ﹤0.01%
319
-2,544
2029
$36K ﹤0.01%
+2,300
2030
$35.8K ﹤0.01%
+1,285
2031
$35.7K ﹤0.01%
2,929
+1,000
2032
$35.5K ﹤0.01%
1,498
+86
2033
$35.5K ﹤0.01%
110
+1
2034
$35.5K ﹤0.01%
2,445
+1,200
2035
$35.4K ﹤0.01%
311
2036
$35.4K ﹤0.01%
895
-85
2037
$35.3K ﹤0.01%
1,492
-162
2038
$35.3K ﹤0.01%
2,220
+100
2039
$35.3K ﹤0.01%
1,075
+15
2040
$35.3K ﹤0.01%
1,505
+900
2041
$35.2K ﹤0.01%
1,393
+194
2042
$35.2K ﹤0.01%
1,310
-103
2043
$35.1K ﹤0.01%
3,980
2044
$35.1K ﹤0.01%
1,700
+500
2045
$35.1K ﹤0.01%
775
+4
2046
$35K ﹤0.01%
1,625
+400
2047
$35K ﹤0.01%
685
2048
$34.9K ﹤0.01%
453
2049
$34.9K ﹤0.01%
149
2050
$34.9K ﹤0.01%
307
-25
80 81
82
83 84