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
2101
$31.8K ﹤0.01%
+15,000
2102
$31.8K ﹤0.01%
555
+55
2103
$31.8K ﹤0.01%
484
+273
2104
$31.7K ﹤0.01%
1,113
+13
2105
$31.7K ﹤0.01%
1,200
2106
$31.6K ﹤0.01%
175
-1,615
2107
$31.6K ﹤0.01%
1,232
-477
2108
$31.5K ﹤0.01%
614
-143
2109
$31.4K ﹤0.01%
513
+249
2110
$31.2K ﹤0.01%
447
-126
2111
$31.1K ﹤0.01%
+301
2112
$31.1K ﹤0.01%
649
+59
2113
$31K ﹤0.01%
122
-7
2114
$31K ﹤0.01%
206
-7
2115
$30.9K ﹤0.01%
582
+53
2116
$30.8K ﹤0.01%
348
+1
2117
$30.7K ﹤0.01%
586
2118
$30.7K ﹤0.01%
1,954
+254
2119
$30.6K ﹤0.01%
1,250
2120
$30.5K ﹤0.01%
458
2121
$30.5K ﹤0.01%
950
2122
$30.5K ﹤0.01%
291
+19
2123
$30.4K ﹤0.01%
389
-76
2124
$30.4K ﹤0.01%
1,036
2125
$30.3K ﹤0.01%
2,258
83 84
85
86 87