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
2051
$34.8K ﹤0.01%
949
-350
2052
$34.8K ﹤0.01%
562
2053
$34.7K ﹤0.01%
1,700
2054
$34.7K ﹤0.01%
2,855
2055
$34.6K ﹤0.01%
1,750
+200
2056
$34.6K ﹤0.01%
2,461
+1,707
2057
$34.6K ﹤0.01%
735
-150
2058
$34.6K ﹤0.01%
8,100
2059
$34.6K ﹤0.01%
1,971
+84
2060
$34.5K ﹤0.01%
1,944
2061
$34.4K ﹤0.01%
1,000
2062
$34.3K ﹤0.01%
510
+60
2063
$34.2K ﹤0.01%
413
2064
$34.2K ﹤0.01%
507
-190
2065
$34.1K ﹤0.01%
4,958
+122
2066
$34.1K ﹤0.01%
1,403
-456
2067
$34K ﹤0.01%
201
+32
2068
$33.9K ﹤0.01%
580
-75
2069
$33.9K ﹤0.01%
1,450
2070
$33.9K ﹤0.01%
650
2071
$33.9K ﹤0.01%
5,534
+19
2072
$33.8K ﹤0.01%
5,450
-575
2073
$33.8K ﹤0.01%
931
+75
2074
$33.8K ﹤0.01%
600
+100
2075
$33.7K ﹤0.01%
217
-7
81 82
83
84 85